Data Platform

WhatConverts allows for marking leads as Quotable. Customers would like to filter data by this parameter, including table widgets.

Client requested automated reports that include phone title for their leads and then custom fields, where they could fill "scored good lead", "bad lead", "missed lead" or "lost lead".

ability to Pull Form Submissions

Currently the new API does not support filtering by list id in Campaigns The new API does not have replacement for a few endpoints that we are currently using for the integration.

Show percentage metrics

Filter table widget and other widgets by lead type

Request to filter WhatConverts data by Campaign ID, where each Campaign ID in WhatConverts matches a specific Google Ads campaign ID. Their goal is to segment data (e.g., custom metrics) at the campaign level rather than account level.

We show Phone Caller name only if the 'type' is phone call, but not for Web Forms. Request to pull this data through for all 'types'.

Request to add Answered calls as a stat widget. There is currently this option in the table widget, as a status. Client would like to be able to display the number of answered calls for stat widgets.

The ability to filter by Quotable Yes/No will help immensely. WhatConverts allow you to mark all leads as "Quotable: Yes or No".