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Welcome to AvidTrak’s Knowledge Base
  • Getting Started

    • Introduction to Avidtrak
    • How to Setup a Free AvidTrak Trial Account
  • Dynamic Number Insertion

    • How to Setup Dynamic Number Insertion
    • How to Create a Site Number Group
    • Allocating DNI Groups to Site Number
    • URL Parameter DNI
  • Agency

    • Agency Dashboard
    • How to View Client Data
    • How to add a sub-agency
    • Adding new Clients

      • Setting Menu Templates
      • How to Add New Client
  • Number Management

    • How to Purchase a Phone Number
    • Set Receiving Number
    • Set Recording
    • Set Pre-amble / Caller Greeting
    • Set Whisper
    • Set Voicemail
    • Setting Caller Name and Track ID
    • Channel Assignment
    • Advance Routing

      • Sequential/ Round-Robin
      • Simultaneous
      • IVR Routing
      • After Hours Call Forwarding
  • Integrations

    • Google Analytics
    • Connect AvidTrak Lead Maximizer
    • Google Ads
    • Microsoft Ads
    • Salesforce
    • Zoho CRM
    • HubSpot
    • Google Sheets
  • Account Management

    • Change Time Zone
    • Update Password
    • Change Profile Information
    • Setting up other Account Preference
    • Assign Account Access (Sub Account User) with ID and Password
    • Deactivate Account Permanently
  • Billing & Payments

    • Billing Dashboard
    • How to Add a Credit Card
    • How to Setup Auto-Recharge or Recurring Payments
    • Payment History
    • Usage Report
  • Transcriptions

    • Enable / Display Call Transcription
    • Keyword Flagging / Triggers
    • Call Outcomes
  • Reporting

    • Dashboard
    • Call Logs
    • Transcription
    • Campaign
    • Visit Log
  • Alerts

    • How To Set Up Phone Call Alerts and Reports
  • Leads

    • Form Tracking Manual
    • Form Tracking Automatic
  • FAQ

    • How Does Dynamic Number Insertion (DNI) Work?
    • How Do I Change Time Zones?
< All Topics
  • Knowledge Base
  • Account Management
  • Assign Account Access (Sub Account User) with ID and Password
Previous Setting up other Account Preference
Next Deactivate Account Permanently

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© 2025 AvidTrak. © AvidTrak 2009 – 2025

  • Products
    • Calls & Lead Tracking
    • Lead Maximizer
  • Our Applications
    • Agency Platform
    • AI Conversation Analytics
    • BYON – Bring Your Own Numbers
    • Display and Content Marketing
    • Email Marketing
    • Franchise Networks
    • Mobile Ads Tracking
    • Organic Traffic
    • PPC – Keyword and Source Tracking
    • Print, Radio and TV
    • Social Media
  • Use Cases
    • Types of Applications
      • Agencies
      • Bring Your Own Numbers
      • Franchise Marketers
    • Verticals
      • Automotive
      • Carpenters
      • Concrete and Paving
      • Dental
      • Domestic Staffing & Cleaning
      • Education
      • Electricians
      • Handyman/Home Services
    • —
      • Hotels/Hospitality
      • HVAC/Plumbing
      • Insurance
      • Landscaping
      • Law Firms
      • Locksmith
      • Massage and Yoga
      • Office Maintenance
    • —
      • Office/Retail Custodial Services
      • Pest Control
      • Real Estate
      • Rehab Facility
      • Retail
      • Salons
      • Senior/Elder/Child Care
      • Wellness Services
  • Pricing
    • Calls & Lead Tracking
    • Lead Maximizer Pricing
  • Agencies