Configuring Disposition Fields

Overview

Disposition Fields provide extra fields for agents to fill out additional information on the record that has been called without needing to edit the record separately. Fields are pulled from your CRM's objects and are logged directly to the record associated with the call.

Note: Additional Disposition Fields needs to be enabled by our support team.  Please contact us if you would like to use this feature.

Once configured, the fields that appear will be the fields associated with the linked record's object. This means that if a Disposition is configured to have both Lead and Contact fields, the Lead fields will appear when a Lead is called, and the Contact fields will appear when a Contact is called. This also applies to fields on Tasks - for those fields to be used, the call will need to be initiated from a Task record.

Note: The pick list field values are stored by Conquer at the time the field is added to the disposition. If any pick list values are changed in your CRM, the administrator needs to remove and re-add the field to refresh the contents.

Add Additional Field to Disposition

To add field to an existing disposition, navigate to the Additional Fields column in the Dispositions Management table. Select a disposition and click on the Edit Fields button.

The Add a Field modal will display with a dropdown to select an Object. 

Once an Object is selected, there will be dropdowns to select Optional Fields and Required Fields.

• Optional Fields - Submitting this field will be optional to the agent
• Required Fields - Submitting this field will be required for the agent

Select the Optional Fields and/or Required fields for the disposition. There is a maximum number of 25 fields total that can be added to a disposition. Once all fields have been added, click Save. The Additional Fields are now applied to the selected disposition.

Note: Currently, multi-select picklists are not supported. 

The Disposition Fields will display for agents in the dialer after they've selected a disposition that contains fields. See the Agent Guide for Logging Fields for Dispositions to view how these fields will display to an agent.  

We recommend that managers should not edit dispositions during business hours. This may cause agents to get stuck if they have calls to disposition.

If you have any further questions, contact your Customer Success Manager or support@conquer.io.