How to Modify and Customize Call Dispositions in Salesfinity

Salesfinity gives you complete control over how call outcomes are logged. Whether you're adjusting terminology or adding new workflows, customizing dispositions helps your team stay aligned — and your reporting stay clean.

📍 What Are Dispositions?

Dispositions are the outcomes your reps select after a call (e.g. Meeting Set, Not Interested, Call Back Later).

Each disposition includes:

• Name: What reps see in the dialer UI.

• Type: Internal tag used by Salesfinity for reporting, analytics, and automation.

✨ How to Edit or Add Dispositions

1. Click "Manage Dispositions" on Import Contacts page

   • Scroll to the bottom-left corner under Integration Settings.

   • Click Manage Dispositions.
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2. Customize Your List

   • To edit an existing disposition: click the ✏ icon.

   • To add a new one: scroll to the bottom and click + Add New Disposition.

   • To remove one: click the 🗑 icon.
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🎯 Tips for Setup

• Use clear, rep-friendly names like “Send email” or “Follow up Q4.”

• Assign the right Type so it syncs with Salesfinity’s analytics and workflows (e.g. “Answered – Meeting Set”).

• You can have multiple names using the same disposition type if needed.

📊 Why It Matters

Your custom dispositions control:

• Reporting on connects, conversations, and meetings

• Follow-up automations via Nurture AI

• CRM sync behavior

• Objection tagging and AI coaching

✅ Examples

🙋 Need Help?

If you’re unsure which types to use, just chat with our team or email hello@salesfinity.co. We’re happy to review your setup.