In this article, we will explain how to add your already existing CallRail numbers into Lead Docket.
NOTE: You must already have your CallRail information entered into Lead Docket. To see how to integrate CallRail with Lead Docket, click here.
Step 1 - Go to Manage > Phone Numbers in the left navigation.
Step 2 - Select Add CallRail under the Other Options drop-down menu.
Step 3 - Click one or multiple check boxes to the left of the number(s) you wish to add to Lead Docket.
Step 4 - Select the appropriate Case Type, Marketing Source, Contact Source, or Office you wish to associate that number with.
Note: You can choose any combination of these to be associated with the selected CallRail number(s).
Step 5 - Click Save Changes.