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titleSpecify the name of the field of a deal or the name of contact with telephone number in CRM or SMS if you want to define the source of deals that were created while using the Roistat calltracking

 (warning) To make this feature work, please specify the names of fields in CRM, for example, calltracking_phone, roistat_phone, etc. Fields of contacts have client_ prefix, for example, client_phone_number.  If you want to use your default system field with a phone number, name this field "client_". Specify the phone number of the client in the related field using the format from Call History. 

This experimental feature can be used in the following cases:
  • You utilize the outside telephony with your CRM and decide to use Roistat call tracking to define the source of calls.
  • You integrated the telephony with CRM and want to create a deal for every incoming call. 
  • Your CRM is integrated into Roistat, but requests from calls processed by your telephony come to the Roistat project without the information about the source of the call.
  • When the Roistat call tracking proceeds all the calls from your telephony.
  • You need to bind the requests from calls to the sources of the calls.

How this feature works:

After the deal without visit number is loaded to the project, Roistat begins to check the project for calls with the same phone number that were made within an hour before the creation of the deal. If such call was found, the deal receives the visit number from the information about this call. 

When you specify the name of the field in CRM that contains the data of the call, and the deal without visit number loads to the project, Roistat begins to check the project for calls with the same phone number that were ended within several minutes before the date from the CRM field. If there are several calls with the same phone number, the deal receives the visit number from the information about the latest call. 


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titleCall tracking blacklist

Using a coma, add the phone numbers to the call tracking blacklist. After this, you will not receive the calls from these numbers. 

(информация) We do not recommend you to use more than 10 000 numbers. 

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