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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

  • Registering your numbers on Free Caller Registry
  • Your Account Number
  • View all account numbers
  • Account alerts
  • Outbound call recording
  • Enabling multiple website pools and swap targets
  • See all 21 articles

Company Settings

  • How do I set up notifications?
  • Email notifications
  • Company Summary emails
  • Outbound SMS Registration
  • Primary Company Phone Number
  • Create a company
  • See all 19 articles

User Settings

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

Billing & Invoices

  • Annual Plans
  • Account billing and invoices
  • How to read your CallRail invoice
  • Update credit card information
  • Changing Invoice Email
  • Customer Invoicing
  • See all 9 articles

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