List Dispositions
List dispositions help you track progress for each contact in a list. They act as status labels so you can quickly see who you’ve contacted, what happened, and what’s next.
This is especially useful for call-down lists, outreach campaigns, or any workflow where you need clear visibility into engagement progress.
What is a Disposition?
A disposition is a labeled, color-coded tag applied to a contact within a specific list.
Common examples include:
Not Attempted (gray)
Left Voicemail (yellow)
Connected (green)
Do Not Call (red)
Your admin defines these options once in Settings > Data Setup > List Dispositions, and the entire team selects from the same standardized set.
Applying a Disposition
You can assign a disposition directly from a contact’s row in any list:
Click the disposition chip
Select a value from the dropdown (name + color)
The update is applied instantly
Key behaviors:
Changes sync in real time—anyone viewing the list will see updates immediately
Each update is logged, allowing you to track how long a contact remained in each disposition
To remove a disposition, select the “×” option at the top of the picker
Filtering by Disposition
Use the Disposition filter at the top of the contacts page to segment your list and focus your efforts.
Common use cases:
Follow-up targeting: Filter to Left Voicemail to retry outreach
Work queue: Filter to Not Attempted to see who still needs contact
Performance tracking: Filter to Connected to measure outreach success
Where Dispositions Apply
Dispositions are specific to a contact + list combination, not global.
This means:
The same contact can have different dispositions across different lists
Each campaign or workflow maintains its own independent status tracking
Managing Dispositions
New accounts begin without any dispositions configured.
Before using this feature:
A user with the Owner and or Manager user role must create at least one disposition in Settings → Data Setup → List Dispositions
Add common starter values such as:
Not Attempted
Left Voicemail
Connected
Do Not Call
You can expand and refine your disposition set over time as your outreach process evolves.
How to Create Dispositions
Go to Settings > Data Setup
Select List Dispositions
Click +New button at the top right corner
Complete New Disposition slide-out
Click Save
Disposition Customization Options
Add, edit, or archive dispositions
Reorder dispositions via drag-and-drop
Update colors and descriptions inline
Converting a Report to a Contact List
Swivel reports—such as Sales, Appointments, Commissions, Opportunities, Products, Birthdays, and Referrers—provide filtered views of your data.
When you’re ready to take action on a group of contacts from a report, you can convert that view into a contact list in a single step.
How to Convert a Report to a Contact List
You can turn any supported report into a contact list in just a few clicks, making it easy to take action on a filtered group of contacts.
📌 Note: As part of the conversion process, you can decide whether to share the list or not.
Steps
Open any supported report (Sales, Appointments, Commissions, Opportunities, etc.)
Apply your desired filters
Click the ⋮ (three-dot menu) in the top-right corner
Select one of the following options:
Conversion Options
Convert to Dynamic List
Creates a list that continuously updates based on your selected filters.
Re-runs the same filter criteria each time you view or use the list
Automatically includes new contacts that match in the future
Best for ongoing workflows or campaigns
📌 Note: Dynamic lists are not available for all report types.
Convert to Static List
Creates a fixed list based on the current results.
Captures only the contacts that match at the time of conversion
Does not update automatically if data changes later
Best for one-time outreach or point-in-time snapshots
FAQs
What
Nothing. The report is unchanged. The new contact list is an independent record.
Which reports support which conversions?
Report | Convert to Dynamic | Convert to Static |
Sales Report | — | ✓ |
Appointment Report | — | ✓ |
Commission Report | — | ✓ |
Opportunity | — | ✓ |
Product Reports | ✓ | ✓ |
Birthdays | ✓ | ✓ |
Referrer Reports | ✓ | ✓ |
Some reports (Sales, Appointment, Commission, Opportunity) only offer Static because their filters are tied to report-specific things (start/end date, status, etc.) that don’t translate well to a live filter.
What happens if I Archive a disposition?
Removes it from the selection menu going forward
Preserves all historical data and reporting
Contacts currently assigned to it will retain that value