Call Rail with Mike Mancini

 

How to set up a new CallRail company + number

 

First, start by creating a new company:

 

• Fill in the company name and choose the correct time zone.
• Do not add any users.

 

Select "create a new tracking number."

 

• Select option: website, search ads, more.
• Select "somewhere else."
• Select "yes, in an ad extension."
• Select "on desktop and mobile devices."
• Name: the same as the business, or the business name + service. (Example: Big West - Marketing)
• Forward it to main business number unless told otherwise.
• Choose one of the free numbers.
• Check bottom option "this call will be recorded for quality assurance."
• Create number.

After you create your number, add it to the client's landing page text info.

 

Refer to "How to create logins for a client" for how to set up client as a new user for that company and number.