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STEP 2

Data Access & Evaluation

Now that you’re collecting data from all channels, turn on the lights and see that marketing data clearly. Learn who your leads are, where they’re from, and what makes them valuable.

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Access Leads in the Lead Manager

The Lead Manager is your marketing command center, showing all leads in one intuitive dashboard. One click reveals detailed information about who leads are, where they're from, and what they want.

Choose How to Qualify and Value Leads

What makes a lead valuable? Use one-click access to lead details to quickly assess potential value. Identify patterns in appointment bookings, requested services, and location to spot your best leads.

Organize Your Lead Details

Create custom fields to sort leads by key categories like patient status, appointments, and requested services. Display crucial information directly in the Lead Details panel for efficient lead management.

Resource Center

Access and Manage Leads Qualify and Value Leads Organize your Leads
Icon What Is Lead Management & How to Find the Right Tool

ead management is the process of capturing leads, assessing their quality, and engaging with them so they become customers. A lead...

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Icon Did You Know – Lead Details

One of the core differentiators of WhatConverts is the ability to see individual lead data. Rather than just seeing an aggregate—20 leads...

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Icon Build Trust & Transparency with Clients Using Lead Manager

Nearly half of all agencies (43%) have a hard time demonstrating a clear ROI on their efforts. And as a result, every marketer at some point has felt...

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Icon Marketing Foundations: Lead Management for Marketers

Learn about lead management and how it applies to both marketing and sales. In this video, you'll learn about lead management—the process of...

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Icon How to Use Lead Qualification to Optimize Your Marketing

A WhatConverts Power User is someone who achieves incredible marketing results by using WhatConverts to its full potential. Results like a 12.4X ROAS...

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Icon The Benefits of Bad Leads: Why Lead Qualification Matters

There is an old Russian proverb that says, "If you chase two rabbits, you'll catch neither." This might as well have been written about sales...

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Icon Qualified Leads: The Key to More Effective Marketing

You don’t mix oil and water, or orange juice and toothpaste. The same goes for mixing qualified leads and bad leads. If you don’t differentiate between...

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Icon Why Qualify Your Leads?

Why should you qualify your leads at all? Simple: doing so unlocks game-changing optimization insights and lets you optimize your Google Ads...

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Icon Did You Know – Custom Fields

Customization is at the heart of WhatConverts. From Field Mapping and Dimension Grouping to Custom Views and User Permissions, there are...

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Icon Field Mapping: How To Make Lead Management Even Easier

Field mapping lets you organize and report on your lead data using custom fields collected from your online forms. These fields are often unique to...

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Icon Marketing Foundations: Field Mapping & Lead Management

Learn about the fundamentals of Field Mapping and how it improves Lead Management. In this video, you'll learn about the importance of Field...

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