Hector  = client uses another platform remind me next week to get access to it

Got you. 
I will add a due date for me and a reminder as well. 

Created Callrail account for Dr. Gambhir. 
Added users, also added individual client user -
Individual Client login - 
User = Anshull Gambhir Email - gambhir@drgambhir.com 
Password - Email sent to client to create it. 
Updated client and Callrail login spreadsheet. 
Added tracking numbers, routed calls to 610-518-7546. 
Added Javascript for tracking to client's GTM. 
Created container, published and set to live. 
Verified number is changing. 
Also called number, tested it, verified calls are being tracked and monitored correctly. 

Dr gambhir cr.png 1.08 MB • Download

image.png 254 KB • Download

Isaac  
Can you please  connect calls from Callrail into the leadsheet we set up for him?
Thank you. 

Hector - Sure. Will do. Thanks.

Cool. 
Please let me know once you do so Isaac. 
Thank you. 

Hector - We need direct access to this client's CallRail account in order to connect with ZAPIER.

Isaac  
I created that account for them. 
You can login via here - 
User chris@medstarmedia.com 
Password -  Culiado13#$

Hector - You first created a new separate account for them and then added it under our Medstar account or you created a new account for them directly in our Callrail account?

No that's not how it works. 
We create an account for them UNDER MEDSTAR... 
It is under our account. Just log in and search for Dr. Gambhir and you will see them. 
Is there a problem?

Hector - Thanks for the info.

Yes, I'm not able to connect this client's CallRail account with Zapier as one of our client on CallRail that is associated with Medstar user account is not HIPPA compliant.

This happened last yr as well but was able to connect the account after we got direct access to their account.

Okay, thanks for that breakdown Isaac.
Chris  
What do you suggest we do?
Should I create a new separate account for them that is HIPPA compliant?

Hector - FYI acc. to CallRail support Monarch Aesthetics is that client which is associated with our account and not HIPPA compliant.

There maybe more now since we have added many new client since last yr under our CallRail account.

Isaac  went over this in meeting with Chris. 
He said he will work on it and try to figure it out. 
Thanks. 

Hector - Ok, thanks for the update.

Hector  - they are going to set up their own callrail account FYI

Okay thanks for the update. 
So I am going to delete the one we created for them then. 
Please confirm. 

I went ahead and updated landing pages on tracking. 
Only Google ads and Facebook leads will now enable number tracking.