After every call, you log a disposition that records the outcome. Dispositions help your admin track call quality, agent performance, and campaign success.
How to log a disposition
- When the call ends, the softphone enters wrap-up mode.
- Select a disposition from the available options.
- Add any notes about the call (optional but recommended).
- Click Submit.
Common dispositions
| Disposition | When to use |
|---|---|
| Sale | The caller purchased a policy or product. You will be prompted to fill in sale details (carrier, premium, policy number). |
| Appointment | The caller scheduled a follow-up appointment. |
| Qualified — No Sale | The caller was qualified but did not purchase. |
| Not Interested | The caller was not interested in the product. |
| Not Decision Maker | The person on the call was not the right person to make the purchase decision. |
| Call Back Later | The caller wants to be called back at a later time. |
| Wrong Number | The caller reached the wrong number. |
When you select Sale, additional fields appear for carrier name, monthly premium, policy number, and split agent. See Sale Disposition Fields for details.
What happens after you submit
The disposition is saved to the call record and synced to GoHighLevel CRM (if connected). Your admin can view dispositions in the Calls page and Analytics dashboard. After submitting, you exit wrap-up mode and become available for the next call.