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- 19:34, 18 September 2023 Pathfinder Team talk contribs created page CallRail (Created page with "= Callrail Implementation = == Add New Client to CallRail == # Login to Account Center # Create New Account > Label account name with client’s name. # Untick ‘Forms’ & ‘Conversation Intelligence’ unless otherwise stipulated (‘Calls & Text’ only). # Click > Plans > Select Call Tracking: Call Tracking 250 - 22 and No Plan for all other products. Add-Ons (select none) > Billing # Select “Invite someone to add payment information”, fill in the client co...") Tag: Visual edit