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Adding a Number Poll for Lead Tracking in Aesthetix CRM: A Step-by-Step Guide

Learn how to set up a number poll in Aesthetix CRM to enhance your lead tracking capabilities. This comprehensive guide walks you through the process of adding and configuring a number poll, enabling more accurate tracking and assessment of leads. Perfect for users looking to optimize their lead management and gain deeper insights into their marketing efforts.

1. Click on "Settings".

1 Click here.

2. Select "Phone Numbers" from the menu.

2 Click on "Phone Numbers".

3. Now, click on "Add Number".

3 Now, click on "Add Number".

4. Choose "Add Number Poll Used for Lead Tracking".

4 Click on "Add Number Pool".

5. Select the aspects of your website you are interested in monitoring.

5 Click on the element.

6. Click on "Next: Tracking Options".

6 Click on "Next: Tracking Options".

7. Choose the visitors you would like to monitor.

7 Once that's done, click on the element.

8. Click on "Next: Create Pool".

8 Click on "Next: Create Pool".

9. Enter a name for the number.

9 After, click on the element.

10. Input the number to forward calls to.

10 Following that, click here.

11. Tick the box to acknowledge the terms.

11 Click on the element.

12. Next up, click on "Next: Choose Numbers".

12 Next up, click on "Next: Choose Numbers".

13. Select from a wide range of available numbers that best suit your business needs.

13 Click on "Back".

14. Click on "Next: Number Features".

14 Click on "Next: Number Features".

15. Tick the box if you want to enable a whisper message.

15 Click on the element.

16. Tick the box if you want to enable call recording.

16 Click on the element.

17. Finally, click on "Activate Numbers".

17 Click on "Activate Numbers".

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