New-adentcom
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Disposition Code Description
DISPOSITION CODE WHEN TO USE IT NEXT ACTION
Application Submitted — Customer Customer completed the application themselves Log in CRM; no follow-up needed
Application Submitted — Agent Specialist filled out the application Log in CRM; no follow-up needed
Application Link Sent Prospect asked for the link instead of applying live Schedule callback in 2 days
Callback Scheduled Prospect interested; set a specific time to reconnect Log date/time; set reminder
Voicemail Left Reached voicemail; left a message Follow up in 2 days
Not Interested Prospect declined after hearing the program Mark closed/lost; note reason
Already Refunded Prospect has really recovered IEEPA tariffs Mark closed/lost; no further action
No Decision-Maker Reached Gatekeeper blocked or decision-maker unavailable; no voicemail left Retry next day; note gatekeeper name
Bad Data / Wrong Contact Wrong number, disconnected, or clearly not the right record Flag for data review; do not retry
Reached Wrong Department Wrong Department Log in CRM; no follow-up needed