How to Manage Call Dispositions

Customize call dispositions to improve accuracy and tracking of call outcomes in Salesforce.

1. Open the RingDNA menu on the left and navigate to the Call Actions menu to manage call dispositions.

2. Enable the disposition prompt so users receive a banner reminder to log a call disposition after each call.

3. Choose whether to require dispositions for inbound calls, outbound calls, all calls, or no calls. Revenue.io recommends requiring them for all calls.

4. Select All to apply disposition requirements across your entire organization. You can also enable disposition requirements by team by toggling the setting below. Note that team-level management will override the global setting.

5. Enable Manage Call Dispositions in the Admin Console to ensure consistent usage between Revenue.io and Salesforce.

6. Check both boxes to import your existing Salesforce dispositions and manage them within the Admin Console. Click Save to confirm.

7. Click Add to create a new disposition.

8. Enter a name and description for the new disposition.

9. Assign an outcome category to the disposition: Positive, Neutral, or Negative.

10. Specify which teams should have access to this disposition and for which call directions it should appear.

11. Click Save to add the new disposition to your list.

12. When finished editing dispositions, click the Sync to Salesforce button to push updates to Salesforce.

13. Confirm your sync by clicking Continue.

14. Use the dropdown menu to select a default disposition for calls that use a voicemail drop.

15. Assign Left Voicemail as the automatic disposition for voicemail drop usage.

16. Always click Save after making any changes in the Admin Console.