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From the list: Digital Marketing Set Up

✔ Set up call rail for client or access existing call account

Hector M. added this on Nov 14, 2019
Completed Dec 11, 2019 by Hector M.

Assigned to: Hector M.
Notes: Find out from Chris if we are creating one for them.

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Hector Mota, Operations Manager

CallRail account created.
Individual user account created.
Tracking numbers & pool created = (516) 293-0459
Java Script code added to GTM.
Optinmonster code added.
Verified Number is changing.
Verified calls are being routed and recorded.

image.png 258 KB • Download

Updated spreadsheets to reflect new changes.
Updated Callrail logins spreadsheets as well.

Dec 11, 2019 at 6:54 PM Notified 1 person

Hector Mota completed this to-do.

Dec 11, 2019 at 6:55 PM

Hector Mota, Operations Manager

They actually called back right now!
That's very good which means they might do well when we secret shop them.

Dec 11, 2019 at 7:15 PM Notified 1 person

whitney.zelig@gmail.com

nice! susan@anthonydefranco.com

can you email her from support her login and password for call rail ( also update their spreadsheet in case they lose it)

Dec 11, 2019 at 9:42 PM Notified 1 person

Hector Mota, Operations Manager

Good morning Whitney.
Callrail no longer has the option of letting us choose the client's passwords. They only allow us to send them a message via callraill with the invitation to set their own password.
That has been done.
We now have to wait for them to login to their account - if they ever do.

cool

Dec 12, 2019 at 12:05 PM Notified 1 person