How do I disposition a call after it ends?

The Call Outcome modal opens automatically — add notes, pick the pipeline, choose a disposition.

Steps

  1. When the call ends, the Call Outcome modal opens for that lead.
  2. Add notes, and pick the product pipeline under "Logging against" so it updates the right one.
  3. Choose a disposition: No Answer, Left Voicemail, Callback, Interested, Not Interested, Sent Info, Appointment Set, or Reschedule.
  4. Shortcuts: Dial Again (re-ring), Book Meeting (sets Appointment Set + opens booking), or Create Task.

With Auto-dial on it advances to the next lead after you disposition. Call-only outcomes like No Answer won't overwrite a stronger existing disposition.

Where this lives in the app

This is documentation for Virtual Closer. Book a walkthrough or sign in.