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5: Making Auto-Tracked Calls

Learn how to make automatically tracked calls and how to manually track calls made to leads.

Aimee avatar
Written by Aimee
Updated over 2 years ago

Points to Remember

  • Save time by making tracked (and recorded!) calls through LeadSimple so you don’t have to log the call manually.

  • Make sure you’re tracking all calls (you can log calls manually if necessary) to get accurate contact rates, and to help the whole team know that you contacted the lead.

Action Items

  1. Add a test lead in LeadSimple with a number not associated with any users in the account. 

  2. Make a test call!

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