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About Callers Info

CallRail is a SmartAdvocate integration partner.

To View Callers Info:

  1. Select Tools from the main menu.

  2. Select Integrations.

  3. Select Callers Info.

  4. Enter the date range.

  5. Sort or Filter by any of the columns.

  6. To Export the list, select from the options .pdf (blue star), .xls (blue star), or .rtf (blue star).

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Related Pages

CallRail

Retainer/Referral