Did You Know – Lead Details

One of the core differentiators of WhatConverts is the ability to see individual lead data.

Rather than just seeing an aggregate—20 leads came from Google organic, 75 from Bing PPC, etc.—you can zoom in to see who these leads are, how they moved through your funnel, and so much more.

It’s all thanks to the Lead Details screen.

And with it, you can better understand the leads you generate and prove your marketing’s ROI to your clients.

What You Can Do With the Lead Details Screen

Let’s say you’ve generated a ton of great leads for your client.

But despite the numbers, they still come back with questions…

“How do I know these leads aren’t current customers?”

“How many of these are spam?”

“Why are there so many if I don’t remember this many people coming into the shop?”

It all boils down to one question—who are these leads?

With WhatConverts, all it takes to answer each of these questions is drilling down into the Lead Details screen.

From here, you can:

• See each lead’s complete customer journey (if you’re on the Elite Plan)
• View contact information
• Adjust Lead Score, Quotable, Quote Value, and Sales Value
• View conversion action data (call recordings/transcripts, form fields, etc.)
• Change Custom Fields
• See Conversion details with ad platforms like Google

And with all that beautiful data, you can prove to customers that every lead is connected to a real-life person, building client trust and paving the way for growth.

How to Get to the Lead Details Screen

Navigating to the Lead Details screen is simple.

1. Log in to your WhatConverts account.
2. Access the Lead Manager by clicking “Leads” in the main navigation.
3. Find the lead you want to zoom into and click the “View Lead” button.
   
4. The Lead Details screen will pop up. Here you can see all the lead data collected for this individual lead. You can also set a value, categorize as quotable, fill out custom fields, and more.
   

That’s it!

Need Help?

Our support team is happy to help you make the most of your Lead Details screen.

Get in touch today and we’ll walk you through it.