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Qualifying a lead is only half the story — what matters is whether it turns into a quote or a sale. Mav.next lets you record conversions so your reporting reflects real business outcomes.

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Outcomes Mav tracks

As a conversation progresses, the agent records meaningful outcomes automatically:
  • Qualified — the agent gathered all the qualifying details.
  • Quoted — the contact received a quote.
  • Sold — the contact purchased a policy.
  • Not interested / Opted out — the contact declined or unsubscribed.

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Marking a conversion

When a contact quotes or buys — often after a live conversation with a rep — open the contact and use Convert to record it. This stamps the conversion on the contact and feeds it into your numbers.
Conversions you mark here roll up into agent metrics and are delivered to your reporting and integrations, keeping your pipeline view accurate.
Use the conversion filter on the Contacts page to quickly see which qualified leads have — and haven’t — converted yet, so nothing falls through.