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Overview

A call disposition describes the result of a call, such as reaching voicemail, booking a meeting, or speaking with someone who is not interested. Reps select a disposition when they log a call. A shared set of outcomes helps the team record results consistently and understand its calling activity. Unify provides standard dispositions. Workspace administrators can add custom ones for outcomes their team wants to distinguish, such as a prospect who is interested but plans to evaluate next quarter.

Outcome groups

Dispositions are organized into two groups:
  • Not connected: Attempts that did not reach the prospect, such as no answer, voicemail, or a gatekeeper.
  • Connected: Calls that reached the prospect. These outcomes give the rep the option to end a sequence enrollment when logging the call.
Each connected disposition also has a category describing how far the call progressed: Choose the category that matches the outcome. For example, a “Timing mismatch” disposition for a conversation about next quarter belongs in the Conversation category.

Add a custom disposition

1

Open call dispositions

In Settings → Dialer, open Call dispositions.
2

Choose a group and describe the outcome

Click Add in the appropriate group. Enter a name and a description that explains when reps should use it. Choose an icon and color to help reps recognize the outcome.For a connected outcome, choose its category. Use distinct names so reps can tell similar outcomes apart.
3

Create the disposition

Click Create. The new disposition appears in the group’s list and is available when logging calls.

Maintain your team’s outcomes

To update a custom disposition, click its edit icon, change its details, and click Save. You can also delete a custom disposition that your team no longer uses. Existing calls retain their saved disposition. Drag a disposition’s handle to change its position within its group. Put common outcomes where reps can find them quickly. Standard dispositions can be reordered. Their names and behavior are fixed. Each group supports up to 15 standard and custom dispositions combined.

Outcomes that update a person

Two standard dispositions also change the person’s calling eligibility:
  • Bad number marks the dialed number as invalid.
  • Do not call opts the person out of future calls.
For call activity written to your CRM, see CRM sync.