Updating Visitor Source Information in Aesthetix CRM: A Complete Guide | Aesthetix CRM

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Updating Visitor Source Information in Aesthetix CRM: A Complete Guide

Learn how to keep your CRM data accurate by updating visitor source information in Aesthetix CRM. This comprehensive guide provides step-by-step instructions on how to modify the source details of your visitors, ensuring precise tracking and analysis of your marketing efforts. Perfect for users aiming to enhance their data management and gain deeper insights into where their visitors are coming from.

1. Click on "Settings".

1 Click here.

2. Select "Phone Numbers" from the menu.

2 Next up, click on "Phone Numbers".

3. Click on "Number Pools".

3 Click on "Number Pools".

4. Select the number pool you want to update and click the three dots icon.

4 Afterwards, click on the icon.

5. Now, click on "Update Visitors Source".

5 Now, click on "Update Visitors Source".

6. Choose the visitors you would like to monitor.

6 Click on "Update".

7. Click on "Update" to save your changes.

7 Upload

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