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