Lead Manager

The Lead Manager section helps maintain a consistent and standardized database, allowing you to access, organize, and work with all the leads captured in WhatConverts. Here, you’ll learn how to navigate the Lead Manager, customize your views, manage columns and filters, add or update lead data, and streamline how your team reviews and qualifies every lead.

Why It Matters

A well-managed Lead Manager helps you work leads faster and maintain clean, reliable data. This section helps you:

• Access every lead across all tracking methods in one organized view.
• Customize your workspace with saved views, filters, and column controls.
• Add, edit, and enrich lead information for accurate qualification, reporting, and optimization.
• Use consistent, standardized structures for better team alignment and cleaner datasets.
• Prepare your data for Lead Intelligence, reporting, and downstream tools.

A strong grasp of the Lead Manager ensures you can work efficiently and maintain a trustworthy database.

Articles in This Section

Access & Manage Lead Data

• What is the Lead Manager?
• What is the Lead Overview Chart?
• Access the Lead Manager
• Use the Lead Manager
• What is a Lead Manager View?
• Create a Lead Manager View
• Group Leads in the Lead Manager
• Manage Sales and Quote Values in the Lead Manager
• Understand the Different Types of Fields
• Filter Leads in the Lead Manager
• Choose Lead Manager Columns
• Move a Lead Manager Column
• Hide a Lead Manager Column
• Manage Your Lead Manager Views
• Sort Leads in the Lead Manager
• Change the Lead Manager Rows Per Page

Custom Fields

• What are Custom Fields?
• Add a Custom Field
• Use Custom Fields
• Organize the Lead Manager with Custom Fields
• Use Custom Fields in Reports
• Import Custom Fields with the Lead Import Tool
• Build Lead Intelligence Rules with Custom Fields

Field Mappings

• What are Field Mappings?
• Add a Field Mapping
• Find Your Mapped Fields
• Use Field Mappings
• Combine Fields Into One Column with Field Mappings
• Organize the Lead Manager with Mapped Fields
• Use Mapped Fields in Reports
• Build Lead Intelligence Rules with Mapped Fields

Dimension Groupings

• What are Dimension Groupings?
• Add a Dimension Grouping
• Organize the Lead Manager with Dimension Groupings
• Use Dimension Groupings in Reports

Lead Details

• What are the Lead Details?
• Access the Lead Details
• Understand the Lead Details: Overview Tab
• Understand the Lead Details: Lead Analysis Tab
• What is the Customer Journey?
• Use the Customer Journey
• Populate Contact Information with Conversion Details
• Add Additional Fields to the Conversion Details
• Import Additional Fields With the Lead Import Tool
• View Call Recordings and Transcripts
• Access the Additional Information Section
• Mark a Lead as Duplicate Manually
• Mark a Lead as Spam Manually
• View Duplicate Leads in the Lead Manager
• Mark Leads as Spam Using Lead Intelligence
• View Spam Leads in the Lead Manager
• Report on Lead Quality
• Enable Lead Analysis
• Organize the Lead Manager Using Lead Analysis Outcomes
• Report on Lead Analysis Outcomes
• Enable AI Analysis with Lead Intelligence
• Use the Lead Details to Value and Qualify Leads
• Automate Lead Qualification and Valuation with Lead Intelligence
• Use the Lead Activity
• Add Notes to Your Leads

Import & Export Leads

• What is the Lead Import Tool?
• Use the Lead Import Tool
• Prepare Your Lead Import CSV File
• Import New Leads with the Lead Import Tool
• Update Existing Leads with the Lead Import Tool
• Enrich Your Leads with the Lead Import Tool
• Export Your Leads
• Add New Leads Manually

These articles guide you through managing your lead data and using the Lead Manager effectively to stay organized, qualify leads, report on ROI, and optimize performance with confidence.