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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.

1Go to your WhatConverts dashboard, make sure you have selected a “Profile“, click on “Settings” under your profile and select “Custom Fields“.

custom fields
2Click on “Add Custom Field” to bring up a popup to add a custom field.
Add Custom Field

3Add a name for your custom field under “Custom Field Name“, 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“. Click “Add“.

My Custom Field