Origin — Solar, Roofing & Generators
Field conversations

Recording not-interested dispositions accurately

A declined conversation should not become a vague follow-up opportunity in the system.

A practical approach

Choose the disposition that reflects what the resident actually said and follow the team’s contact-preference process. Do not use a more optimistic status to improve a personal activity report. If the customer gave a specific future invitation, record its limits. Accurate outcomes protect the next rep from repeating a conversation the resident already declined.

Put it into practice

  1. Use the stated outcome
  2. Respect contact preferences
  3. Avoid optimistic relabeling

General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.

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