Introduction to the Lead Manager

The Lead Manager is the heart of WhatConverts. It’s where every call, form, chat, transaction, and tracked lead is captured, organized, and evaluated. Think of it as your command center for lead data, giving you both the big picture and granular details you need to make smarter marketing decisions.

Why Use the Lead Manager?

Without a unified system, lead data can end up scattered across spreadsheets, disconnected CRMs, or ad and analytics platforms, making it hard to prove ROI, optimize campaigns, or give clients transparency.
The Lead Manager brings everything together in one organized, filterable, and report-ready workspace. With it, you can:

• Centralize every lead. Capture every call, form, chat, eCommerce, etc. lead in one place for a complete picture of lead activity.
• Evaluate and manage effectively. Use the Lead Manager as your single source of truth for lead data, making it easy to analyze and assess marketing performance.
• Work smarter, not harder. Apply spreadsheet-like tools (e.g., filters, grouping, views) to quickly surface what matters without exporting data.
• Enrich and qualify. Categorize leads, assign values, and separate high-value opportunities from low-value inquiries in seconds.
• Build client trust. Share transparent, verifiable data that connects every lead to real revenue outcomes.
• Scale with confidence. Manage hundreds or thousands of leads while maintaining clarity, structure, and control.

Key Features and Functionalities

The Lead Manager gives you a full toolkit to capture, review, and act on lead data:

• Lead Overview Chart: A top-level summary dashboard that shows total leads, sales/quote value, and breakdowns by status or type.
• Time Filters: Narrow your view by day, week, or custom ranges to analyze performance over time.
• Lead Manager (Table View): A detailed, sortable table showing every lead with fields like type, quotable status, contact info, sales value, and source/medium.
• Views: Save and switch between default, Google Ads, Organic Search, Unique Contacts, and your own custom views.
• Choosing Columns: Customize your lead table by selecting which fields are most important to display, and in which order.
• Filtering: Drill down into segments like campaigns, sales reps, or service types to uncover insights.
• Grouping: Organize leads into field groups to reveal trends and patterns at a glance.
• Exporting Leads: Download CSVs for deeper offline analysis or client deliverables.
• Importing Leads: Add external data or backfill historical leads via CSV uploads or manually.
• Custom Fields: Add business-specific details (e.g., Service Type, Sales Rep, Urgency) for richer qualification.
• Field Mappings: Normalize messy form or CRM inputs into clean, consistent fields for analysis and reporting.
• Lead Details: Give you the full picture of a single lead. It shows every piece of information captured about the lead, including contact details, customer journey, and conversion details.

Examples of How Businesses Use the Lead Manager

The Lead Manager supports the core workflows teams need to capture, evaluate, and act on lead data. Common examples include:

• Access and manage leads: Agencies and marketers filter and group leads by source, keyword, or campaign to see which channels drive the highest-value opportunities.
• Analyze performance: Marketing teams compare lead quality across channels (e.g., Google Ads vs. Facebook) using views and filters. This helps them quickly reallocate budget toward campaigns generating more high-quality leads.
• Route and manage pipelines: Sales teams apply Custom Fields like Sales Rep or Region to automatically assign leads, ensuring the right person follows up without delay and the sales team is kept accountable.
• Sync and import data: Operations teams import offline leads or lead qualification data, giving marketing the data they need to maximize ROI.