Lead Details - Overview

Lead Details introduces the detailed view of individual leads in WhatConverts.

In this section, you’ll learn how to review, qualify, and understand lead-level information.

Why It Matters

Lead-level insight supports better decisions. These articles help you:

• Review individual lead activity
• Understand lead context and journey
• Qualify and value leads accurately

Articles in This Section

• What are the Lead Details?
• Access the Lead Details
• Understand the Lead Details: Overview Tab
• Understand the Lead Details: Lead Analysis Tab
• Add Notes to Your Leads
• 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
• View Duplicate Leads in the Lead Manager
• Mark a Lead as Spam Manually
• View Spam Leads in the Lead Manager
• Mark Leads as Spam Using Lead Intelligence
• Report on Lead Quality
• Enable Lead Analysis
• Enable AI Analysis with Lead Intelligence
• Use the Lead Details to Value and Qualify Leads
• Organize the Lead Manager Using Lead Analysis Outcomes
• Report on Lead Analysis Outcomes
• Automate Lead Qualification and Valuation with Lead Intelligence
• Use the Lead Activity