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One of the Lead Qualification features of WhatConverts is the ability to add a Sales or Quote value to any leads that are tracked within your WhatConverts account.
1Log into your WhatConverts dashboard. Select an Account and Profile from the left side menu.
You can now update your sales or quote value in one of two ways:
2In the Leads List, add the column for Sales and/or Quote value to your Column Display.
Click the 0.00 amount and enter the amount you wish to record for the Sales or Quote Value. Then, click the Save icon to record this value with the lead.
2Locate the lead you wish to update the sales value for. Click the eye icon to open the Lead Details pop up. Click the Pencil icon to Edit the Sales or Quote value.
Click the Save icon to record this value with the lead.
One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.
Request a Live DemoAllow your people to qualify incoming calls as leads as soon as the call ends.
We made it easy to qualify leads within the ‘Live View’ WhatConverts dashboard.
White label lead management gives your agency a better chance to retain clients, attract new clients, and maximize your value.