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Adding custom fields

Each lead in WhatConverts has a set of default fields that apply to everyone. We know that every company is unique, we’ve built in custom fields so that you can add additional fields to each lead.

From your WhatConverts dashboard, make sure you have selected a “Profile“, click on “Settings” under your profile and select “Custom Fields” from the drop-down.

Click on “Add Custom Field” which will bring up a popup to add a custom field.

Add a name for your custom field under “Custom Field Name“. The next step is to select which type of leads you want to add this custom field for. For example, if you just want to add a custom field for web form submissions, check the box for “Web Forms”. Once you have selected your lead types, click “Add“.