Customize disposition definitions page allows you to change names for statuses and custom values per vertical in order to create various sales funnels tailored to your specific needs.
Every vertical has its specific sales funnel. For example, sales stages in Mortgage are very different from Solar or Home Security verticals. Customizing disposition statuses and custom values per vertical allows you to track contract rates and drop-offs across different stages of sales funnel and optimize your performance accordingly.
How to access
Go to Disposition management and click Configure definitions at the top of the page:
Before creating new disposition definitions for a vertical or buyer, check if such a combination already exists using column sorting, and click Action -> Details to view and edit current definitions.
To create disposition names for a new vertical, click Add definitions at the top of the page:
A new page appears divided into the following sections:
General
Select vertical and country for the new set of definitions:
Status definitions
Provide new names and descriptions to disposition statuses (Contacted, Interested, Quoted, Appointment, Sale):
- Display name - the status name that will be displayed for customers.
- Description - enter a short description of the status.
If you save empty field, default texts for this vertical will be applied automatically.
Fill in the fields for all statuses you need and click Save.
Custom value definitions
Custom values allow tracking additional points that are specific for your company.
Provide new names for each custom value to see more relevant data in PX reports. For example, in Mortgage vertical, the following fields can be mapped to custom values in PX:
- Loan amount
- Credit Score
- Loan-to-Value Ratio (LTV)
Click Save as soon as you're done.
Where new definitions are reflected
When you customize names for statuses and custom values per buyer or vertical, changes are automatically applied for all campaigns from this buyer or vertical, and reflected on the following pages:
-
Leads overview - Disposition column;
- Source management - table columns for all source groupings and tooltips in sales funnel chart
- Disposition management - file upload process;
- Campaign settings - Goals section;
- Dashboard - Sales funnel card.
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