For 1-on-1 LIVE Tech Support to Setup Your Targeting Local CRM, Submit a Ticket
Adding Users
Targeting Local CRM allows an unlimited number of users for each account. Each user has a role that determines what kind of permissions they will have in the account. Users can have access to multiple accounts, and can have different roles in different accounts. Some…
User Roles
Targeting Local CRM allows an unlimited amount of account users with flexible user access levels. When you add a new user, you can choose from the following roles: call agent, billing, call manager, report manager, marketing manager, administrator, and agency…
Buy Tracking Numbers
A Tracking Number is the phone number that your customers or potential customers will call. Before you can use our system, you need to purchase at least one tracking number. You can purchase local, toll-free, and international numbers from over 60 countries. If you…
Receiving Numbers
A receiving number is a phone number that we will forward calls to when someone calls your tracking number. It can be a mobile number, a landline, or the number for your call center. If you have a phone number that people are calling today, it can be a receiving…
Forwarding to Receiving Numbers
Forwarding your tracking numbers to receiving numbers is the simplest way to route calls. While there are additional options you can configure to customize this type of routing, it is typically a very straightforward call route to set up. For countries outside of the…
Voice Menus aka IVR
Voice menus are a routing option that allows you to route callers based on keypress or based on speech recognition. Callers can listen to a greeting explaining the menu options, then make a selection. Menu options can be used to route calls using receiving numbers,…
Softphone
Requirements In order to use the softphone, you will need: A microphone (we recommend a headset with a boom microphone) A strong internet connection Opening the Softphone: Video 42:00 – 48:00 min. Opening the Softphone The softphone is opened from the Call Log…
For 1-on-1 LIVE Tech Support to Setup Your Targeting Local CRM, Submit a Ticket
