Logging Notes and Disposition Codes (Article)

Tagging dispositions and adding notes to an activity will update the record directly into your CRM .

1. Click on the Call Information icon from the sidebar menu.
2. Select a Disposition from the disposition drop-down menu.
3. Scroll down and click into the 'Notes' field to enable free-form writing. 
4. All information gathered, including dispositions and notes, will be pushed to the CRM and reset once the active communication is ended and/or the wrap-up period is over.  At any time, the form can be cleared and pushed to the CRM by selecting the ‘Dismiss’ icon. 

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