ConnectAndSell Outreach Integration: Review & Modify Dispositions

Objective

Mirror the Call Dispositions within ConnectAndSell and Outreach as an Outreach User.

Applies To

• Outreach Users
• ConnectAndSell
• Outreach Integrations

Procedures

Review Current Dispositions

1. Log in to the ConnectAndSell application.
2. Access the Company Settings page.
3. 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. In the ConnectAndSell Company Settings page, 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. Access the ConnectAndSell Company Settings page.
2. Click the Delete button corresponding to the Disposition you want to delete.
3. Click Save Changes.

Update a Disposition

1. Access the ConnectAndSell Company Settings page.
2. Click any of the following to modify them:
   • Disposition Text field, 
   • Lightning, Dialer, or Conversation checkboxes
3. Click Save Changes.

Additional Information

• Configure the API connection between ConnectAndSell and Outreach
• Build a Test Call List in ConnectAndSell
• Load the Test Call List and Verify Data Flow between Outreach and ConnectAndSell

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.