✔ Set up GHL Tracking for client
Completed by Shane Q.
- Assigned to
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Hector M.
Isaac K.
Shane Q.
- Notes
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Chris wants us to update all of the clients and how we track their phone calls and leads. We are moving them away from Callrail and What converts to move them to GHL.
I need you to update this client's tracking number and get one from GHL.
Once you have it, please remove this one - +
We will FWD all calls to this one - +
Lastly, we need to make sure it records phone calls.
Please let me know when you have the GHL tracking number so I can update the sheets, and inform Shane,.
Thanks.
I am seeing that this client's site has the following phone number on it 775 368-1035
However, they have this listed on the sheet as their 775-359-1222 = <Main phone number>
Is that a GHL tracking number on there already?
Can you please let me know?
Thank you.
The forwarding number 775-359-1222.
If you are doing GHL tracking on sites, you need or needed to write down the clients you did so far. Did you write down anywhere the clients you did? Or are you simply trying to remember?
If the latter, then you will need to check. If I did any GHL tracking with Shane, it will be on the client's folder and on Set up GHL Tracking for client tasks.
I write down everything! For that particular reason.
You have access to the sheet already. It is called All Clients Platforms & Properties Lists
(((Please do NOT make any changes to my list... or any of these sheets I have on this folder. let me know and I will update it.)))
Thank you.
GHL # (775) 368-1035
Thank you.
Thanks for specifying which sheet you are using. I am not touching it other than referencing where the numbers have already been placed. So I am not checking where I don't need to.
However, it makes everything run smoother and avoids confusion.
I am meticulous to a fault and often forget that everyone does things differently.
Thank you for following up and trying to fix the issue.
Please let me know if there are any other clients who have already GHL phone numbers on the site so I can notify Shane.
Thank you both
Please update the conversion tracking with this new GHL tracking number when you get a chance.
GHL # (775) 368-1035