Connect and Sell: Review & Modify Dispositions

Purpose: 

The purpose of this article is to provide direction to Outreach Users in reviewing and modifying dispositions. 

Intended Audience: 

• Outreach Users

Review Current Dispositions

1. Scroll down to the Company Settings Page
2. Add/Remove/Update the dispositions listed in the Call Dispositions table until they match exactly the Call Dispositions you have configured on Outreach
   

Add a New Disposition: 

1. Click the Add New Record button
2. Enter the Disposition Text
3. Select the appropriate Disposition Type
4. Select the Lightning, Dialer and Conversation Checkboxes
5. Click Save Changes

Delete a Disposition:

1. Select the Delete button corresponding to the Disposition you want to delete
2. Click Save Changes

Update a Disposition

1. Click the Disposition Text field, Lightning, Dialer or Conversation Checkboxes to modify them.
2. Click Save Changes

If you experience any challenges while completing this configuration please call the ConnectAndSell Support team at  1.888.297.5313 or email support@connectandsell.com