Overview of Verticals

A vertical is a specific group of people within an industry. With verticals you’re dealing with entire sections of a market. For example, within the finance vertical, there are several niches such as credit cards, insurance, credit scores, stocks, etc.

There are 28 pre-defined default Verticals in the CRM that cannot be changed.  You have the ability to add your own, but please keep in mind that they MUST be tied to one of our 28 Base Verticals.


 Video Length: 7:57


Add a Vertical:

To add a vertical you will go to Offers > Verticals and click on the ‘Actions’ drop-down menu as shown in the illustration below.  For Verticals that you have already created, they will be shown in the main list. 




The features will allow you to Copy a Vertical, Edit, Enable/Disable, and Delete.






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