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    Help Center Communication

    Automatically Qualify Calls or Add Data to a Call in a Call Flow


    New Dashboard
    Legacy Dashboard

    1Log into the WhatConverts Profile you want to set up the Call Flow in. Click "Tracking" in the top menu. Select "Phone Calls" and click "Call Flows".

    Where to find Call Flows in a WhatConverts Profile

    If you have an Incoming Call Flow to edit, click the "Pencil (Edit) Icon" to edit the Call Flow. If you need to set up a new Call Flow, click "Add Call Flow".

    Note:

        • Please see our

      Communication

        help documents for setting up new call flows

    2Click the "+" icon before the Dial step to set Lead Data when the dial step is made. Select "Set Lead Data".

    3Give your step a name. Determine the Value Type you would like to set.

    • System Value: This is a set value that is available in WhatConverts by default. With a System Value setting, you can determine if an incoming call is Quotable, the Quote or Sales value or if the call is Spam or a Duplicate lead.
    • Custom Field: This will allow you to set a value for one of the Custom Fields that you have currently set up in your WhatConverts profile.
    • Other: This will allow you to set a field and a value for the field.

    In the example below, the call will be automatically marked as Quotable when the caller selects Sales from the call menu.

    Set Quotable for a Sales Call
    Click "Save Changes". You will now see the Set Lead Data step before your Dial step.

    You can use the Set Lead Data to also set leads as "Not Quotable". In the example below, the "Set Lead Data" step sets incoming calls as "Not Quotable" if the caller selects "Support" from the menu.

    4Review your Call Flow settings and click "Finish" to save your changes.

    If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com

    In your WhatConverts account, you can set up a step in your Call Flows that will automatically append data or qualify based on selections made by the caller in a call flow.

    The Set Lead Data option will allow you to choose what you would like to set after a point is reached in a Call Flow. This document will show you how to automatically set the Quotable status in a Simple Call Menu.

    1To set up the Set Lead Data step in your call flow, log into your WhatConverts dashboard. Select the Account and Profile you would like to set the step up in. Under Profile, select "Tracking", "Phone Calls" then, "Call Flows".
    From here, you can either click the "Gear Icon" next to the Call Flow you would like to edit or click "+ Add Call Flow" to create a new call flow.

    Note:

    2Click the "+" icon before the Dial step to set Lead Data when the dial step is made. Select "Set Lead Data".

    3Give your step a name. Determine the Value Type you would like to set.

    • System Value: This is a set value that is available in WhatConverts by default. With a System Value setting, you can determine if an incoming call is Quotable, the Quote or Sales value or if the call is Spam or a Duplicate lead.
    • Custom Field: This will allow you to set a value for one of the Custom Fields that you have currently set up in your WhatConverts profile.
    • Other: This will allow you to set a field and a value for the field.

    In the example below, the call will be automatically marked as Quotable when the caller selects Sales from the call menu.

    Automatic Sales Selection Qualification

    Click "Update". You will now see the Set Lead Data step before your Dial step.

    4Click "Save Call Flow" above your call flow chart.

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    Whatconverts Features for your Business
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    Subscribe to our newsletter and get proven marketing strategies for growing your business.

      Related Integrations
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      Last update on April 6, 2021

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