Disposition naming page allows you to customize disposition status names, descriptions, and examples per vertical in order to create various sales funnels tailored to specific customer needs.
Every vertical has its specific sales funnel. For example, sales stages in Mortgage are very different than in Solar or Home Security verticals. Customizing disposition statuses per vertical and country allows customers to track contract rates and drop-offs across different stages of their funnel and optimize their performance accordingly.
How to Access
Go to Admin -> Disposition Naming. To create disposition names for a new combination of country and vertical, click Create at the bottom of the page.
However, first try to find such a vertical in the country that you need using column sorting:
Click Action -> Details to view current 6 disposition status names for this vertical.
Click the pencil icon to provide new names and descriptions to all or some of the statuses. Fill in the following fields for each status:
- Display name - the status name that will be displayed for customers.
- Description - enter a short description of the status.
- Examples - enter examples for this vertical.
Texts entered into the fields above will be displayed in the tooltip of the Sales Funnel card in Disposition Management page:
- Benchmark - soon this field will show the average performance per vertical. Now it isn’t used.
If you save empty field, default texts for this vertical will be applied automatically.
Fill in the fields for all statuses that you need and click Save.
Where disposition naming is reflected
When you customize disposition status names per vertical and country, changes are automatically applied for all campaigns from those vertical and country and reflected on the following pages: