/
Callers Info

Callers Info

Owned by SmartAdvocate Training Team
Last updated: Feb 27, 2024 by Michael DeCapua
1 min read

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 , .xls , or .rtf .

    image-20240227-124524.png

Related Pages

CallRail

Retainer/Referral

 

Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.