Customization is at the heart of WhatConverts.
Custom Fields is another great way to fine-tune the lead data you see and get insights from.
With it, you can add data fields that you define to your leads.
For instance, you can add fields like:
Best of all, you can filter, sort, and report based on these custom fields too.
Let’s say you’re generating phone call leads for an HVAC client.
These leads show a lot of buyer intent. However, 50% of the time they don’t turn into a sale—much higher than the industry average.
After reviewing these leads in WhatConverts, you discover the problem is calls are sometimes being answered with:
In order to bring these calls to the client’s attention (and to help them realize it’s their sales team that’s the problem), you want to be able to flag these calls for your client’s review.
So you add a Custom Field for “Client Review” where you can select Yes or No for a call.
Now the client can simply sort their Lead Manager by the “Client Review” column created by your Custom Field and see which calls are being handled poorly by their team.
You can also run monthly reports based on this new Custom Field, opening up the door to insights like:
Last but not least, you can even create a new Custom View for your client that highlights only these problem calls. That way as soon as they log in, they can see exactly which calls need review—no searching or filtering needed.
Creating Custom Fields only takes a minute.
For more detailed information on how to set up custom fields, check out the guide below.
Our support team is happy to help you set up your Custom Fields.
Alex Thompson is a professional copywriter and content writer with a passion for turning complex ideas into digestible, educational content that keeps readers engaged. He specializes in content marketing, SEO, and B2B marketing.
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