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Set up call rail for client or access existing call account

Assigned to
Hector Mota, Operations Manager at Medstar Hector M.

Comments & Events

whitney.zelig@gmail.com, Medstar
They are going to buy their own account Hector Mota, Operations Manager at Medstar Hector  
Hector Mota, Operations Manager at Medstar
Whitney, good morning. 
Does that mean they are going to set up a Master account and add us as ADMIN or Managers? 
I assigned myself the task by the way. 
whitney.zelig@gmail.com, Medstar
Yes sir! 
whitney.zelig@gmail.com, Medstar
Hey create an account under our account Hector Mota, Operations Manager at Medstar Hector  
Hector Mota, Operations Manager at Medstar
Got it.. will do so now. 
Hector Mota, Operations Manager at Medstar
Callrail account for client created under Medstar master account.
Added users, created individual client user =
Individual Client login - User =  Julissa Gabriele
Email - jgabriele@gsunj.com
Password - Email sent to client to create it.
Added tracking numbers.
Added Javascript code to GTM, added Callrail tag, published and set to live.
Tested Javascript, code properly installed.
Verified phone number is changing.
Called phone and verified leads being tracked and recorded correctly.
Updated all spreadsheets to reflect new client login information.


Done! 
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.