Conversions: quoted and sold

Every account has two conversions, Quoted and Sold. A contact is marked once per conversion, and the mark shows as a badge on the contact, a card on the timeline, and a filter chip on the Contacts list.

Four ways to mark a contact

Mav marks it after a call. When a transferred call ends, Mav reviews it. If the rep delivered a quote or closed a sale on the call, the contact is marked for you.

Mark it by hand. On a contact's page, managers and admins see the Convert panel with + Quoted and + Sold. Keyboard shortcuts: press c then q, or c then s. The badge appears at once.

Upload a list. Under Settings › Imports, start a Conversions import, pick the conversion, and upload a CSV with one column, Phone. Each phone that matches a contact is marked. Phones with no match are listed as failed.

Send it from your systems. Your rater, agency management system or CRM can record a conversion through the API. Find the contact by phone, then post the conversion with an optional value in cents and the time it happened. Recording the same conversion twice returns the first record instead of making a second, so retries are safe. The full reference is at hiremav.com/api.

Custom conversions

Your Mav team can add conversions of your own, like Application submitted. Custom conversions are listed by the API, can be recorded through it, show as filter chips, and send a Custom Conversion event to your webhooks. They cannot yet be marked from the contact page or an import.

What a conversion does to the engagement

Recording a conversion completes the contact's open engagement, so the agent stops following up. A custom conversion can be set to leave the engagement running instead, for milestones that happen before the sale.