Call Tracking Pro

Overview

This application will allow you to set up and track phone calls

Main Menu

The Main menu consists of:

• Dashboard
• Reports
• Click-to-Call
• Manage

Dashboard

The dashboard acts as a home screen giving you an overview of your calls and reports gathered. Here you can also make a call, and also add new phone numbers.

Overview

1. From the drop down menu choose what data you would like to view
2. Choose a date
3. You can now view your data in written and chart form. Things such as total calls and average call time.

Add New Number

To add a new number:

1. Click Get Started
2. Choose a type of number either Toll Free or Local
3. Choose a plan
4. Choose a State and area code
5. Choose a number and a title to help you remember it
6. You can then choose to route this number to a virtual receptionist and set up your Voicemail
7. Assign the number to a campaign by choosing from the drop down menu.
8. Click Finish

Add Voicemail

To create a voicemail:

1. Choose Voicemail from the sidebar
2. Add a voicemail title
3. Upload a recording OR press Call to Record

Add a Virtual Receptionist

To add a virtual receptionist:

1. Create a title for your receptionist
2. Choose whether you want to route it through your phone number or voicemail
3. Press Finish

Add New Click to Call

1. Give you click to call a title
2. Select a Domain
3. Select what you would like shown in your caller ID
4. Click Finish

Reports

This section is where you will find full reports on all of your calls.

Campaigns

1. Choose form the drop down menu what you want to view
2. Choose a time period
3. All information regarding your calls will be displayed

Phone Numbers

1. Choose what data you would like to see from the drop down menu.

Click to Calls

1. Use the drop down menu to choose which call you would like to look at.

Click-to-Call

Place a Click-to-Call on your website or email newsletter, and see how easy it is for people to connect with you and your business.

1. Click Start Now

Manage

This is where you can manage all your campaigns, calls, phone numbers and voicemail

Campaigns

You will be able to view, edit and create all of your campaigns here.

1. Click Add new Campaign
2. Enter a title
3. Press Finish

Phone Numbers

You can view all the phone numbers you have assigned to campaigns and also create new numbers

1. Click Add new Phone Numbers

Click-to-Call

You can view, edit and create you click to call's here.

1. Click Add new Click-to-Call
2. Assign a title
3. Select your domain
4. Choose Caller ID
5. Assign to a Campaign
6. Press Finish

Route Number

Add or remove your route number.

Virtual Receptionist

Manage all of your virtual receptionist. You can also create a new virtual receptionist from here.

VoiceMail

Manage your voicemail from this section. You may also create your voicemail here.

Manage Your Account

This is where you can edit your general settings. You may also change your plan and see your payment details here. You can cancel your plan here by clicking Cancel Services.