Quickly assign attributes and outcomes to calls
Expose CRM picklists and menus in the application by enabling this feature! Updating opportunity stage, case status, and other important customer information is made easy with Dispositions.
The value of Dispositions
Dispositions enable your users to quickly assign key attributes or call outcomes to every interaction without having to navigate across multiple pages in the CRM. Dispositions are fully customizable and may include any picklist field that is currently available in your CRM.
By using Dispositions, agents can designate an Opportunity Stage Lead status as “Qualified” or “Hot” to help establish priority, while designating the customer “Communication Preference” at the same time. Dispositions are highly adaptable and may also be configured to help record an interaction's purpose or outcome with labels like “Order status” and “Late Delivery". It is important to note that Agents will only see these fields if there is a match and based on the Contact/Account/Lead and if a case or opportunity has been related to the Conversation. Dispositions agents see in the app depend both on the configuration in the features and CRM records that are associated with the conversation.
Configure Dispositions in the Tenfold Dashboard
- Navigate to the Features tab of your Tenfold Dashboard and select Modern Dispositions from the Feature menu on the left-hand side of the screen.
- At the moment, for messaging, Dispositions are supported at the organization level. Select "All Users" under the team drop down.
- From the "Select the Module" list, select the module (Lead, Contact, Account, etc.) to configure.
- ℹ️NOTE: You can configure Tenfold Dispositions for more than one module.
- Check the box next to the name corresponding to the picklist items to display in the Tenfold UI. To make these dispositions a requirement for users, select the "Required" box instead. Making a disposition a requirement means that the interaction will not save to your CRM until the user has selected or updated the required disposition.
- ℹ️NOTE: If certain values in your picklist are no longer relevant, simply uncheck the value you wish to exclude from the Tenfold Disposition picklist in your UI.
- Scroll to the bottom of this page and click Save to apply the changes.
- ℹ️NOTE: You may need to reload your browser, or log out and back in again to see these changes in your Tenfold UI.