List Dispositions

List Dispositions

List Dispositions help teams track outreach progress for contacts within a Contact List.

Dispositions act as status labels so users can quickly see:

• who has been contacted
• what happened during outreach
• what follow-up actions may be needed

This is especially useful for:

• call-down campaigns
• seminar follow-up
• re-engagement outreach
• appointment-setting workflows
• team-based outreach tracking

What is a List Disposition?

A List disposition is a labeled, color-coded tag applied to a contact within a specific Contact List.

Common examples include:

• Not Attempted (gray)
• Left Voicemail (yellow)
• Connected (green)
• Do Not Call (red)

Each organization creates and manages its own standardized disposition values.

Note

📌 Note: Your admin defines these options once in Settings > Data Setup > List Dispositions, and the entire team selects from the same standardized set.

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Apply a Disposition

You can assign a disposition directly from a contact’s row in any list:

Steps

1. Click the disposition chip
2. Select a value from the dropdown (name + color)
3. The update is applied instantly

Key behaviors:

• Changes sync in real time: anyone viewing the list will see updates immediately
• Each update is logged, allowing you to track how long a contact remained in each disposition
• To remove a disposition, select the “×” option at the top of the picker

Filtering by Disposition

Use the Disposition filter at the top of the contacts page to segment your list and focus your efforts.

Common use cases:

• Follow-up targeting: Filter to Left Voicemail to retry outreach
• Work queue: Filter to Not Attempted to see who still needs contact
• Performance tracking: Filter to Connected to measure outreach success

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Where Dispositions Apply

Dispositions are specific to a contact + list combination, not global.

This means:

• The same contact can have different dispositions across different lists
• Each campaign or workflow maintains its own independent status tracking

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Managing Dispositions

New accounts begin without any dispositions configured.

Before using this feature:

1. A user with the Owner and or Manager user role must create at least one disposition in Settings → Data Setup → List Dispositions

2. Add common starter values such as:

   • Not Attempted
   • Left Voicemail
   • Connected
   • Do Not Call

You can expand and refine your disposition set over time as your outreach process evolves.

How to Create Dispositions

1. Go to Settings > Data Setup
2. Select List Dispositions
3. Click +New button at the top right corner
4. Complete New Disposition slide-out
5. Click Save

Disposition Customization Options

• Add, edit, or archive dispositions
• Reorder dispositions via drag-and-drop
• Update colors and descriptions inline

Archiving a Disposition

Archiving a Disposition:

• Removes it from the selection menu going forward
• Preserves all historical data and reporting
• Contacts currently assigned to it will retain that value

This helps maintain historical reporting consistency while keeping active disposition options clean and organized.

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Best Practices

Keep disposition values simple

Too many disposition options can make reporting and outreach tracking difficult.

Start simple and expand only when necessary.

Standardize team usage

Ensure your team agrees on what each disposition means to maintain consistent reporting and follow-up processes.

Use dispositions consistently

Dispositions become most valuable when users update them regularly during outreach workflows.

FAQs

Which reports support which conversions?

Report	Convert to Dynamic	Convert to Static
Sales Report	—	✓
Appointment Report	—	✓
Commission Report	—	✓
Opportunity	—	✓
Product Reports	✓	✓
Birthdays	✓	✓
Referrer Reports	✓	✓

Some reports (Sales, Appointment, Commission, Opportunity) only offer Static because their filters are tied to report-specific things (start/end date, status, etc.) that don’t translate well to a live filter.

What happens if I Archive a disposition?

• Removes it from the selection menu going forward
• Preserves all historical data and reporting
• Contacts currently assigned to it will retain that value