WhatConverts Help Center

Getting Started - Overview Introduction to WhatConverts Online Onboarding WhatConverts Navigation The WhatConverts Dashboard

Lead Tracking - Overview Call Tracking Form Tracking Chat Tracking Transaction Tracking Tracking Clicks Using Event Tracking Web Referral Domains

Lead Management and Reporting - Overview Adding Leads to Your Dashboard Manually Creating and Saving Column Views Grouping Leads Viewing Duplicate and Spam Leads Mapping Fields Using the Lead Import Tool Adding Custom Fields Adding and Updating Sales and Quote Values Generating a Quick Report Setting Up Dimension Groupings Generating Custom Reports How to Schedule a Report Setting Up Lead Intelligence Automation Rules Accessing the API The Traffic Source is Missing From Leads Setting UTM Source with Auto-tagging Enabled Alerts Center Summary Report

Call Flows and Communication - Overview Setting up a Simple Menu Call Flow Setting up a Post Call Flow Call Flow Menu Options & Settings How to set up a Scheduled Business Hours Call Flow Setting up a Basic Dial Call Flow How to Create a Call Flow with a Contingency (Backup) Number How to use Multi-Ring Call Transcription and PCI Redaction Supported Languages for Call Transcription and PCI Redaction How to set up Round Robin Dialing How to set up a Voicemail Step Automatically Qualify Calls or Add Data to a Call in a Call Flow

Master Accounts - Overview Adding Account Users Adding Master Account Users Understanding User Notifications Setting User Roles and Permissions Setting Up A New Account Port a Number to WhatConverts How to View Usage by Account Under your Master Account How to Enable Two Factor Authentication How to Enable SSO Authentication Troubleshooting DNS Configuration for White Label Instances

Google Analytics Integration Google Ads Integration Google Looker Studio Call Tracking for Google My Business Bing Ads Integration Search Ads 360 Integration Google Tag Manager Facebook Zapier LeadsBridge Integration Capsule CRM Integration Freshsales CRM Integration HubSpot CRM Integration Insightly CRM Integration JobNimbus CRM Integration OnePageCRM Integration Pipedrive Integration Pipeline Integration Salesforce Integration Zoho CRM Integration BigCommerce Integration Shopify Integration WooCommerce Integration Instapage Integration Landingi Integration LeadPages Integration and Setup Squarespace Integration Wix Integration Integrating Weebly Pages Unbounce Integration Acuity Scheduling Integration Calendly Integration YouCanBook.Me Calendar Integration AgencyAnalytics Integration Cyfe Dashboard Integration Octoboard Integration Report Garden Integration Crisp Chat Integration Customerly Chat Integration Drift Chat Integration Facebook Messenger Integration with Chatfuel Intercom Chat Integration JivoChat Integration Landbot Chat Bot Tracking LiveChat Inc. Integration Olark Integration Pure Chat Integration Re:amaze Chat Integration SnapEngage Chat Integration Tawk.to Integration Zendesk Chat (Zopim) Integration Zoho (SalesIQ) Chat Tracking Typeform Integration Sakari SMS Integration SimpleTexting Integration Textline Integration SharpSpring Marketing Automation Integration Send Leads into Google Sheets Webhooks VWO Integration Call and Lead Tracking for Nextdoor Oviond Integration Hubspot Conversations Integration Social Intents Chat Integration HappyFox Chat Integration Make (Integromat) Integration Pabbly Connect Integration SyncSpider Integration Endpoints

FAQ - Overview Where can I Access my Monthly Usage Summary? How Do I Change Time Zones? What Charges Can I Expect? How Can I Change my Date Format? How do I Change the Currency Symbol? How Can I Bill My Clients? How Does Dynamic Number Insertion (DNI) Work? How can I Access my Call Recordings? How do I Block Spam Calls? How do I Block Numbers? Why am I not Seeing Phone Call Conversions in Google Ads? How do I Change the Format of a Tracking Number? How Do I Review or Edit my Dynamic Number Pool Settings? How do I Delete a Profile? How do I Change/Reset a Password How do I Change my Email Notifications? How do I Setup Auto-Funding? How to add Company Name and Address to Invoice How do I Upgrade my Plan? What information is sent in an email notification from a HIPAA enabled account?