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Getting Started with WhatConverts

This is a brief introduction to what you’ll see inside the WhatConverts Dashboard and Leads Tab.  The Dashboard is the first thing you will see when you log into your WhatConverts account.  It shows you a daily view of leads being tracked per day.


On the right side of the Dashboard, you will see a overview of all leads displayed through a specified date range.


On the bottom of the page, you will see your Total Quote Values, Sales Value and Conversion Rate from quote to sales displayed.


Scrolling down, you will see the latest leads received, broken down in greater detail.  Using the menu on the top right, you can export your leads to a CSV file, add filters, and choose which columns to display.  You can also select specific dates or spans of time to display on the dashboard.


Important to note: the symbols in the Type column represent contact methods.

This symbol represents Phone Calls:

Screen Shot 2017-05-01 at 11.37.17 AM

This symbol represents Web Forms:

Screen Shot 2017-05-01 at 11.37.30 AM

This symbol represents Chat:

Screen Shot 2017-05-01 at 11.52.34 AM

This symbol represents E-commerce Transactions:

Screen Shot 2017-05-01 at 11.52.57 AM

If you click on a phone lead, using the “View Lead Details” eyeball symbol at the end of the row, you will get a display of all tracked information from that phone call.



That is the Dashboard in a nutshell!  To navigate to the Leads Tab, scroll back to the top of the page and click “Leads” on the top menu bar.  The Leads page is similar to the Dashboard, but there will be more information displayed, such as emails from web forms and phone numbers.



Now you’ve recieved a brief overview of the Dashboard and Leads Tab.  If you want to see what our platform can do, please check out the other articles in our help center, request a demo , or try out WhatConverts free for 14 days .  If you have specific questions, or would like to discuss our platform further, please contact us.