Short answer
Retain test leads as technical evidence and exclude them from commercial reporting using a reproducible tag or field. Do not hide them indiscriminately under spam: that category may change other behaviour or destroy the test evidence.
Key verification: Reconcile raw totals, excluded tests and commercial totals before closing the period.
Sources and limitationsTest contacts should be retained to verify the installation, but excluded from the business report. Identify them with a label or environment field and apply a reproducible filter. Don't mark an employee's phone as spam to hide an essay without reviewing the consequences of that action.
Prepare identification before testing
Assign a reference as qa_2026_10_02_callback , responsible and reason. Use your own or fictional data appropriate for testing and check which fields your tool allows you to save. The criteria should survive an export and not depend on someone remembering the contact's name.
WhatConverts allows you to filter leads using custom columns and fields; Lead Manager filters also apply to certain related views. Check the filter in the report you are going to use. Custom fields and official leaked .
What to exclude and what to keep
| Record Type | Business Report | Control Record |
|---|---|---|
| Test identified before sending | Exclude | Keep reference and result according to procedure |
| Internal call to check audio | Exclude from pickup | Keep diagnosis without unnecessary data |
| Actual contact with an issue | Do not exclude for convenience | Classify the problem transparently |
| Doubtful record | Review, no automatic deletion | Document decision and responsible party |
The exclusion of the report does not imply deletion of the original data nor does it in itself prevent it from being sent to other platforms. Review automations that can be activated before an agent tags the contact.
Why the spam category is not a bin for test evidence
WhatConverts documents that marking a lead as spam excludes it by default and may trigger an anti-spam challenge for future calls from that number; It also provides for the elimination of these records after 30 days. That function has different effects from a test tag. Official effects of marking spam .
A shared phone can later be used for a legitimate inquiry. For internal testing, use a specific and reversible classification, validated in your system.
Period closing process
- Get the full set with annotated filters.
- Counts records identified as evidence and cases pending review.
- Applies the exclusion criteria to the business report.
- Verify that the full total equals the business total plus any documented exclusions.
- Check export and saved reports; don't assume they inherit all screen filters.
- Maintains an explanation of changes from the previous closure.
Reconciliation example
Fictional example: 120 leads captured, eight tests identified and 112 sales leads. If the client sees 110, there are two records left to investigate; don't change the number of tests to square it. Also keep repeated calls and unique people separate.
When you need a tool
With few tests, a reference and a manual review may be enough. WhatConverts fits if you need to filter and maintain criteria along with leads, with confirmed fields and reports. This procedure protects the basis of the report; spam call blocking addresses receiving traffic, not internal test auditing.
Sources and limitations
Documentary review: . Content type: Documentation-based guide.
Sources describe terms and capabilities stated by their owners. Proposed protocols and fictional examples do not establish product tests performed by CallsIQ.
- Custom fieldswww.whatconverts.com
- official leakedwww.whatconverts.com
- Official effects of marking spamwww.whatconverts.com
Check current terms
Consider these options if they solve the problem described. Confirm features, limits and availability in your country.
WhatConvertsAffiliate linkThe labelled commercial links may earn CallsIQ a commission or referral reward. Our commercial policy.
Official sources, explained calculations and clearly labelled examples. Read about our methodology and use of AI in writing.