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Guide to Dispositioning a Call
Guide to Dispositioning a Call
Glen Coco avatar
Written by Glen Coco
Updated over a week ago

Once your call is completed, click the orange "End Call" button to return to the disposition screen. After you finish a call, here's how you can disposition it to ensure clear follow-up actions and proper documentation

Common Dispositions:

  • No Pick Up & No Voicemail: If the call wasn’t picked up and you didn’t leave a voicemail, select the "No Pick Up" option from the popup. Alternatively, you can skip the disposition by selecting "Skip Disposition," which is equivalent to noting that there was no pickup and no voicemail left.

  • No Pick Up but Left Voicemail: If the call wasn’t picked up but you left a voicemail, select this option and add notes about the contents of your voicemail.

  • Pitch Rejected: If you spoke with the prospect and they rejected your pitch after you presented your value proposition, choose "Pitch Rejected."

  • Introduction Rejected: If your introduction is immediately rejected (e.g., negative reaction to the mention of your company or the industry), select "Introduction Rejected" and include a note about the prospect's objection.

  • Rejected by Gatekeeper: If a gatekeeper blocks further communication, you can mark this and possibly note strategies for better engagement in the future (e.g., building rapport with the gatekeeper). If a callback is planned or needed, document this in your disposition to ensure follow-up.

  • Not a Direct Line: If the number dialed turns out not to be a direct line, mark it as such to inform your team and improve the accuracy of your contact list.

If there were any technical problems during the call, select this option to flag the issue for your team, helping them address and possibly prevent future issues.

After selecting the appropriate disposition and filling in any necessary notes, submit the information to finalize the disposition of the call.

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