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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".
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:
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 "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 [email protected]
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.
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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Route calls to multiple destination numbers at once using multi-ring functionality.
Reroute calls that occur outside your active business times.
All incoming calls will be directed to the business location closest to the caller.
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