Account Management

Account Settings

• How do I make changes to my account?
• Dynamic number insertion alert emails
• Registering your numbers on Free Caller Registry
• Your account number
• View all account numbers
• Account alerts
• See all 22 articles

Company Settings

• How do I port a phone number into CallRail?
• How do I set up notifications?
• Email notifications
• Company Summary emails
• Primary Company Phone Number
• Create a company
• See all 18 articles

User Settings

• Required update for legacy non Lead Center agents
• Creating a new Lead Center Agent
• Users
• Updating your login information
• Resetting your password

Billing & Invoices

• Updating your payment method
• Annual Plans
• Account billing and invoices
• How to read your CallRail invoice
• Update credit card information
• Changing Invoice Email
• See all 10 articles