The following is a list of the standard call dispositions that can be selected by the Appointment Coordinator on the Task Details page for the customer contact task.

Note: Call disposition categories and codes can be renamed or hidden from future use to allow the Dealer Administrator to customize the terminology and usage. Refer to Configuring Call Dispositions for more information.

 

Completed**

• Appointment Confirmed
• Appointment Rescheduled
• Appointment Scheduled
• Email Sent
• Text Message Sent

 

Not contacted

• No Answer

 

Follow-up

• Customer Requests Call Back
• Left Message
• Left Voice Mail

 

No further action required **

• Appointment Cancelled
• Customer Already Has Appointment
• Service Already Completed

 

No call back **

(These are considered 'No further contact requests' .)

• Customer No Longer Has Vehicle
• Customer Requests Do Not Contact
• Dealership Too Far
• Wrong Number
• Number Disconnected

 

Other **

• Other - Close Call

 

Note: '**' indicates the task will be marked closed and removed from the task list for all Appointment Coordinators. All other dispositions will set the task status to in progress and it remains on the task list.

The exception is multi-communication campaigns. Tasks are not closed by call dispositions. They are only closed when they meet a Close Task condition in a step. Refer to Multi-communication Campaign close disposition for more information.

For certain campaign types, the Appointment Coordinator sees a message when opening a task's details if the customer has cancelled, rescheduled or arrived for an appointment, or booked or completed the associated service since the task list was created. Refer to Task status change messages.

If the Appointment Coordinator chooses to close the task at this point by clicking "Yes" as suggested by the application, one of the following disposition codes is assigned indicating it was closed 'by validation':

• Appointment Cancelled by Validation
• Appointment Rescheduled by Validation
• Service Already Completed by Validation
• Customer Already Has Appt by Validation

When tasks are cleared from a task list by the Dealer Administrator using the "Clear Tasks" button on the Tasks page or the Clear Task tab in campaign configuration they are assigned the following disposition code:

• Task Cleared by User

When tasks are cleared automatically by the application they are assigned the following disposition code:

• Task Cleared by System

If a customer tells the Appointment Coordinator they do not want to service their vehicle at the dealership, that information is noted so they are not contacted again for this vehicle for a related campaign. For example, if the customer requests no further contact when called as part of a Potential Lost Customer campaign, they will not be included in any Potential Lost Customer campaigns for the same vehicle.

For multi-communication campaigns, any tasks that meet a 'Close Task' condition in any step are removed from the campaign and assigned a disposition code of 'Task Closed By Multi-communication Campaign'.

Refer to Rules tab for more information about multi-communication campaigns.