A disposition is the outcome you record for a call. When you are on a contact, a row of disposition buttons appears just above the note box. Click one to mark how the call went. The disposition is saved on the contact's interaction history along with any note or pledge you add.
There are eight dispositions. They are the same for every contact and every list, and the set is fixed. You cannot add, rename, or remove dispositions. This article explains what each one means and the few that change something beyond the log entry.
Where you set a disposition
Open a contact, either on the dialer page during a session or on the person's profile.
Click the disposition button that matches the call. The buttons sit in a row directly above the "Add your note..." box.
Add a note or a pledge if you have one.
Save the interaction. Click "Save Interaction", or press Command/Control + Enter.
On the dialer page, clicking a disposition can also move you to the next contact automatically if auto-advance is on. See the auto-advance section below.
Clicking the same disposition button again clears your selection.
The eight dispositions
No Answer
The call rang and nobody picked up. Use this when there was no live conversation. If you have auto-advance turned on, "No Answer" is the disposition that can send your follow-up messages before moving on. See the auto-advance section below.
Answered
You reached the person and had a live conversation. Use this for a connected call, whether or not it led to a pledge. Auto-advance never moves on after "Answered", so you always have time to take notes.
Wrong / Disconnected
The number was wrong or the line was disconnected. Choosing this disposition removes the phone number you just called from the contact so you do not dial it again. The number is marked as a wrong number. The contact stays in your database. Only that one phone number is removed.
Refused
The person declined to talk or asked not to be solicited on this call. This records the outcome on the interaction. It does not change anything else on the contact.
Call Back
The person asked you to try again later. This records the outcome on the interaction. It does not by itself schedule a reminder or move the contact.
Left Voicemail
You left a voicemail. This is also recorded for you automatically when you use the "Drop VM" button during a call. When auto-advance is turned on, the "Left Voicemail" button is hidden from the disposition row, because leaving a voicemail is handled by the auto-advance follow-up settings instead.
Deceased
The contact has died. This records the outcome on the interaction so the rest of your team can see it. It does not automatically remove the contact or set them to Do Not Contact, so handle any further cleanup yourself.
Do Not Contact
The person should not be contacted again. This records the outcome on the interaction. It is a label on the call, not the same thing as the Do Not Contact setting on the contact's profile. If you want to actually block future outreach, set Do Not Contact on the profile as well.
Dispositions and auto-advance
On the dialer page there is an "Auto-advance" link at the top right of the note box. Click it to open the settings sheet titled "Configure auto-advance". There you pick a mode:
Disabled: normal dialer behavior when you click a call outcome.
Auto-advance: hang up and move to the next number or contact when you click a call outcome.
Auto-dial: hang up, move on, and start dialing the next number or contact.
Under "Which call outcomes trigger auto-advance?" you choose which dispositions move you on automatically. "Answered" is never an option, and "Left Voicemail" is not listed.
One disposition behaves specially. The "No Answer followup messages" section lets you pick a text template, an email template, and a voicemail template. When you click "No Answer" with auto-advance on, those messages are sent before you move to the next contact. For any other disposition you selected, auto-advance just hangs up and moves on with no follow-up message.
Auto-advance only runs when you are dialing a list in order. The "Auto-advance" link is disabled when you have not selected a list to dial, or when you have stepped out of list order onto a one-off contact. Click "Resume List" to return to list order, and auto-advance turns back on if you had it enabled earlier in the same session.
Where dispositions show up later
Saved dispositions appear in the contact's interaction history with the outcome on the first line. You can edit a past interaction's outcome there, where the field is labeled "Call Outcome". Because every interaction stores its disposition, you can filter and report on contacts by call outcome elsewhere in the app.