Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
You must be signed into the Web ClientCallPotential's web version as an Administrator to access the Settings icon and acquire a new tracking number.
Access
- (A) Settings - Click to access all your available administrative settings.
- (B) Phone Numbers - Click to access your full list of editable tracking numbers.
- (C)New Tracking Number - Click to acquire begin the process of acquiring a new tracking number.
Choose Location - Note: Each step must be completed before you can advance to the next step.
- (D) Choose Location - Click the dropdown to select where the number tracks to.
- (E)Next - Click to proceed to the next step, Choose Ad.
Choose Ad
- (F) Choose Ad - Click the dropdown to select the which ad source the number is associated. Note: When selecting Create a New Ad from the Choose Ad dropdown, upon available options and upon clicking Next, the system will provide you an opportunity you will be able to create a new ad. Click here for more information on creating a new ad.
- (G) Back - Click to return to Choose Location.
- (H)Next - Click to proceed to the next step, Choose Number.
Choose Number
- (I) Number Type - Click the dropdown to select the type of number you want to create; options include Local, Toll Free & Virtual.
- (J) Country - Click the dropdown and to select either USA or Canada.
- (K) Area Code (optional) - Enter the area code you want associated with the number.
- (L) Vanity Word (optional) - Enter a specific alphanumeric text desired for the number.
- (M) Search - After filling in all your desired fields, click select the (N) to select the number you want to use. Note: You must select which a number you want from the list to continue.
- (O) Back - Click to return to Choose Ad.
- (P) Next - Click to proceed to the next step, Setup Number.
Setup Number
- (Q) Call Routing Rule - Click the dropdown to select the call route you want the caller to follow when calling this tracking line. You may leave as location default to use the default location routing.
- (R) Script Cards - Click the dropdown to select the script card you want to be displayed when someone calls this tracking line. You may leave as location default to use default location script.
- (S) Record Inbound Calls - Click the checkbox to record inbound calls.
- (T) Exclude Number - Click the checkbox to exclude the number from being used in outbound calls’ caller ID.
- (U) Webhooks - If using a webhook, paste the link from Google Analytics. Click here to learn more about webhooks.
- (V) Back - Click to return to Choose Number.
- (W) Next - Click to proceed to the final step, Confirm.
Confirm
- (X) Back - Click to return to Setup Number.
- (Y) Save - Click to save your updates.
