Disposition and sentiment are powerful ways to collect the important results of your sales calling process. SalesLoft allows you to customize dispositions and sentiments and make them required before logging a call.

1. Customizing Call
Disposition & Sentiment

2. In this SalesLoft U Lesson, you’ll
learn how to:
● Create custom dispositions and
sentiments
● Make disposition and/or sentiment
mandatory when logging a call

3. When logging a call using the SalesLoft dialer,
reps can determine a disposition and
sentiment.
Disposition tracks the outcome of making a dial,
e.g. left a voicemail or connected with a
prospect.
Sentiment tracks the outcome of a conversation,
e.g. interested or demo scheduled.
Both fields can be mapped back to Salesforce
to enable powerful reporting and dashboards
around your dialing strategy.

4. Customizing Dispositions
and Sentiments

5. Replace with an appropriate
screenshot!
SalesLoft comes with standard
dispositions and sentiments to
help you collect data about
your dialing outcomes.
You can also create custom
dispositions and sentiments to
capture exactly the information
you need to fit your current
business processes.

6. To get started, head to your
Settings and select “Dispositions
and Sentiments” from the Team
Settings Menu.

7. Then simply select the Dispositions
or Sentiments tab, and click the
“Add” button.

8. Enter the name of your custom
disposition or sentiment and click
save.

9. Remove dispositions and
sentiments your team doesn’t
need by clicking Delete from
the list view.
Note: Deleting a disposition or sentiment
will prevent it from being logged in the
future, but any information from past
uses will remain in-app.

10. ace with an appropriate
screenshot!
Now your custom sentiments
and dispositions will appear
when logging calls.
Tip: Create custom dispositions to a/b test the effectiveness
of different voicemail scripts.

11. Making Disposition or
Sentiment Mandatory

12. Requiring dispositions and
sentiment ensures your reps
capture the important information
about each dial when logging calls.
To get started, head to your
Settings and select “Dispositions
and Sentiments” from the Team
Settings Menu.

13. Then simply select the Dispositions
or Sentiments tab, and click the
checkbox next to the “require”
field.

14. Tip: If requiring sentiment, create a
custom sentiment such as “No
Conversation” so reps are able to select
an appropriate sentiment when they
weren’t able to connect with a prospect.
Once set, your reps will be unable
to log a call until they select a
disposition and/or sentiment.

15. Learn more about how to make the most of SalesLoft at
learn.salesloft.com