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  2. Account Management

Account Management

Configure a range of account, company, and user settings to fine tune your CallRail experience.

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

Contact us

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Call Us at 888-219-2787
Weekdays 8:30am to 7pm EST
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