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✔ Account Setup
Create New Account
Load Appropriate Snapshot
Setup the Clients Location and Information.
Setup Email Domain - Agency Settings1
Setup Phone Number
Integrate with Google & Facebook
Setup Custom Values
Reputation Setup
User Setup
🛢Campaign Funnel Setup
Step 1.1 - Copy over the Funnel
Step 1.2 - Color Changes & Logo Swap
Step 1.3 - Coupons Left Script
Step 2 - Color Changes & Logo Update
Step 2 - Copy Form, Options & Integration
Custom Values for Funnel
Step 3 - Funnel Scripts
Setting Up Funnel Reporting
⚙ Custom Values
🚿 Pipeline Setup
🔫 Triggers Setup
Trigger Activation & Editing
$99 New Patient Triggers
Teeth Whitening for Life Triggers
📲 Editing Campaign Sequences
☎Call Tracking Setup
Call Swapping (Website)
Creating a Number Pool (Website)
🧪 Testing Campaign & Live
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3min

Setup Phone Number

Next we'll setup a phone number that will allow us to receive calls and send SMS messages.

Go to: Location > Settings > Phone Numbers > Add Number

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Search for a location specific area code. You'll then get a list of numbers. Before we select one of the numbers we need to do a reverse number lookup and try to verify that the number is "clean" and hasn't been flagged as a spam offender in the past.

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copy a number to your clipboard and go to White Pages Reverse Phone Lookup.

https://www.whitepages.com/reverse-phone

Put your number in the search bar and click search. 

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Here we're looking to select a number that has a "low risk" for spam and fraud potential.  If the number you're checking doesn't score "low risk" select a different number from list in Prime Local Software and check again. 

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Put the official office phone number in the "Call Forwarding Number" field and enable "Call Recording"

*** the official office phone number can often be gotten by searching google for the GMB listing. Do not assume the number on their website is the official number as this might be setup as a call tracking number. When in doubt ask!

Updated 30 Mar 2020
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