Viewing leads
The Leads page shows every inbound lead tracked through WhatConverts, including phone calls, form submissions, and chats.
When you’d use this
Section titled “When you’d use this”Visit the Leads page when you want to see who has contacted your business, review the details of a specific lead, or listen to a call recording.
Finding the Leads page
Section titled “Finding the Leads page”Go to Leads in the sidebar, or navigate directly to /client/leads.
What you’ll see in the list
Section titled “What you’ll see in the list”Each row in the leads list shows:
- Date — when the lead came in
- Type — phone call, form submission, or chat
- Source — where the lead originated (e.g., Google Ads, organic search)
- Contact info — the name, phone number, or email associated with the lead
- Status — the current status of the lead
The list is paginated, so you can move through pages to see older leads.
Viewing lead details
Section titled “Viewing lead details”Click any row to open the full detail view for that lead. The detail view includes:
- All of the summary information from the list
- UTM attribution — campaign, source, medium, and any other UTM parameters attached to the lead
- Full contact information — everything captured during the interaction
Listening to call recordings
Section titled “Listening to call recordings”For phone call leads, an audio player appears in the detail view. Click play to listen to the recorded call.