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Build a named, reusable set of dispositions once, then assign it to any campaign instead of selecting individual codes every time.

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Before you start

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Build a list

1

Go to Dispositions

In the left navigation, select Dispositions, then Lists, then New list.
2

Name it

Enter a Name, such as “Standard sales outcomes”.
3

Select its dispositions

Choose the dispositions this list includes from your workspace’s full catalog.
4

Save

Select Save.

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Assign a list to a campaign

1

Open the campaign

Open the campaign you want to assign it to.
2

Select the list

In Disposition list, choose the list. It replaces any individually selected dispositions on this campaign.
Already have a campaign with the individual dispositions you want as a reusable list? Save its current selection as a new list directly from the campaign, instead of rebuilding it by hand.

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Verify

Agents working the campaign see only the list’s dispositions when they record an outcome.

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Common problems

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Next steps

Dispositions

Campaign settings reference