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Help Center Lead Management and Reporting

Adding and Updating Sales and Quote Values


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:

Directly from your WhatConverts Dashboard Lead List:

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.

Update Sales Value

From the Lead Details Page:

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.

Edit quote value

Click the Save icon to record this value with the lead.

Update Quote Value

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Lead Qualification Dashboard
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Join 20,000+ other marketers and start getting marketing clarity

Subscribe to our newsletter and get proven marketing strategies for growing your business.

Related Integratons
CRMs HubSpot CRM

Last update on March 25, 2020

HubSpot CRM
CRMs Zoho CRM

Last update on March 25, 2020

Zoho CRM
CRMs Salesforce

Last update on March 25, 2020

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