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STEP 3

Enrich Data & Manage Leads

Regular lead qualification and categorization supercharges your marketing capabilities. Build a foundation of accurate, reliable data to improve marketing performance and grow ROI through consistent evaluation.

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Make Lead Qualification a Daily Habit

Develop an efficient qualification process to evaluate leads daily. Keep data current for smarter marketing decisions and help Google Ads adjust its bidding algorithm to target your most valuable leads.

Equip Your Team

Share lead qualification across your team with appropriate access levels and preset views. Use the Lead Manager's marketing, sales, and client views to transform qualification into a streamlined team effort.

Resource Center

Qualify Leads Daily Equip Your Team
Icon How to Speed Up Your Lead Qualification: 6 Proven Strategies

Lead qualification is a critical component of any successful marketing strategy. It ensures that your time and resources are focused on leads...

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Icon WhatConverts Tips: Automation and the New Mobile Dashboard

Some WhatConverts customers have asked why WhatConverts doesn't have a mobile app. There are two reasons: WhatConverts automation reduces...

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Icon Product Update: Qualify Leads 80% Faster with AI Call Summary

What if you could get all the information you need to qualify a phone lead in just 5 seconds? And what if getting those insights was as easy as hovering...

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Icon Daily Qualification Workflow for Agencies

This video shows you the qualification workflow used by WhatConverts Power Users. With it, you can qualify leads in seconds and make smarter...

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Icon Daily Qualification Workflow for Clients

This video shows you the qualification workflow for clients used by WhatConverts Power Users. With it, your clients can qualify leads in...

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Icon Daily Qualification Workflow for Agencies + Clients

This video shows you the qualification workflow used by both WhatConverts Power Users and their clients. With it, your clients can qualify leads in...

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Icon Did You Know – Custom Column Views

There is a lot of lead data you can drill down into using the Lead Manager (70+ data points per lead). Contact details, Attribution data, Lead type...

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Icon Did You Know – User Roles & Permissions

WhatConverts opens up the door to lead data that can be useful to a lot of different users—you, your team, your clients… the list goes on. That...

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Icon Adding Account Users

From your WhatConverts Dashboard, click "Master Account" from the left side menu. Click "Users". Under Users on the left menu, select "Account...

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