Call Disposition
The Smartflo portal allows agent to enter the Disposition Details via Dialer Agent Panel to enter the outcome of the call.
The agent views the below Disposition Details dialog box once the call gets disconnected.
The agent needs to fill the details as described below:
| Field | Description |
|---|---|
| Disposition Status | Select the status from the dropdown list, e.g. Answered, Invalid Number, Interested, etc. The agent chooses the status or outcome of a call from the options available on the basis of whether the customer answered the call or was interested in the conversation or not. |
| Disposition Note | Enter the note as per the status. |
| Name | Enter the name of the customer. |
| Callback Date | Enter the date on which the call will be scheduled. |
| Note | Enter the notes regarding the call discussion. Note: The agent can use up to 500 characters. |
| Remind Agent | Enable the toggle to remind the agent about the scheduled call. Note: The agent will make the call manually when the agent receives the reminder popup. |
| Callback Agent | Select the agent from the dropdown list who will call the customer. |
| Reminder Time | Select the time from the dropdown to get a reminder before the call. |
Then, click on the Submit button. The below screen appears with the following message as highlighted in the screenshot.
If instead of Submit, you click on the Cancel button the lead will appear in the undisposed lead bucket as illustrated in the below screenshot.
In this case, you can open the undisposed list from the bucket section and the call disposition can be submitted later.
Updated 11 months ago