With CRM IQ tracking and routing, you can define marketing sources, add tracking numbers and emails, set up Dynamic Number Insertion (DNI), define call routing, apply schedules to the tracking source, and upload audio files.
From the top menu, go to Communications > Tracking & Routing, and then click the Tracking & Routing tab. The Tracking and Routing grid appears.
Column | Description |
Source | Marketing source |
Phone | Phone number assigned to the tracking source |
Email assigned to the tracking source | |
Text Enabled | Indicates if the tracking source phone number is enabled for text messaging |
Referring Source | Marketing source that referred the person to the property |
Advanced Tracking URL | CRM IQ-generated tracking URL that you can use to attribute leads to marketing sources |
Defaults Enabled | Applies the defaults set up under the Defaults tab to the tracking source |
Action | Edit or delete the tracking source |