Dispositions can only be changed to another option within the same behavior group.
Reps can update a call result from three different locations:
The Dialer: While dialing, click the previously called contact to open their Activity History, then update the latest disposition.
The Intelligence Layer (Full Profile): Navigate to the contact’s full profile in the Intelligence Layer, go to Activity History, and edit the latest disposition.
The Intelligence Layer (Mini Panel): Click a contact in the Intelligence Layer to open the mini panel, switch to the Activity History tab, locate the call, and click the latest disposition to change it.
Rules
Only the most recent call’s disposition can be edited. All earlier call dispositions are read-only.
Selecting a new disposition updates it immediately (there is no Save button).
Changes auto-save without triggering Log and Advance. This prevents previous workflows from running a second time and creating duplicate activity.
Updating a disposition changes the call result only—existing follow-up tasks remain unchanged.
Allowed Behavior Groups
The disposition dropdown presents only options within the call's original behavior group:
Group A: Swap between No Connect / Answer and Left VM.
Group B (Exit Sequence with Follow-up): Swap between the four dispositions that exit the sequence and create a follow-up task (Connect Incomplete, Meeting Scheduled, Activated Lead, Not Now).
Group C (Exit Sequence without Follow-up): Swap between the eight dispositions that exit the sequence without creating a follow-up task (Not Me, Referred, Not Interested, Nurture, Not in Swimlane, No Longer With Company, DNC, NA).