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Chapter 11

Getting Started

It sounds complicated!

It's not! Set up is a breeze. Your grandparents could do it! We'll have you tracking your calls and moving toward owning the phone the day you decide to get started.

Step 1. Provision your tracking lines

Local or toll free tracking lines can be provisioned via an easy point-and-click interface within our system.

Step 2. Name them after your marketing campaigns

The naming you provide on the line will drive the reporting, so you can see whether the December postcard campaign gets more calls than the Dallas morning news flyer.

Step 3. Enter the ring to number

Where do you want us to send the call? This is usually the primary number at your place of business, but it could also be your cell phone!

That's it! You're done. You are tracking calls instantly. If those steps are too intimidating, then just shoot our team an email explaining what you want and we'll do it for you! It's really that simple.

Now that you're tracking, you can sit back and wait for the data to start rolling in. Once you get a few calls, then it's time to check out the reporting! We have a ton of great reports, and our team will add the ones that we think you'll really love as we get to know you and the things that are important to your business. We'll get you started with a couple of simple ones like these:

Call Anaylzer - See which campaigns are driving calls and when they are coming in.

Live Conversation - Why aren't your prospects getting to talk to someone who can help them?

Referring Source - See which online sources are driving your calls.

Ads and Lead Sources - Which marketing sources are bringing you the best leads?

Call Recording - See who is calling you and listen to the conversation.

You made it! Now apply your newfound knowledge to your company.