YesTrak | Your Answering Service in the Cloud | Phone Call Handling SystemYesTrak | Your Answering Service in the Cloud | Phone Call Handling SystemNavigating the Feed Page:
After logging into the account you’ll see a page similar to the screen shot below. Let’s walk through each area:
A. Activity Feed: Chronological feed of activity in the account. Anything from “adding a script” to a “call received” or an “appointment booked” can be viewed at a glance.
B. Navigation Bar: Click on the navigation tabs at the top of the page to access calendars, contacts, recordings and calls.
C. Settings Tab: View and change account settings under the gear icon: Businesses, Scripts, Calendars, Contacts, Recordings, Menus, Voicemail, Users & Billing.
D. Blog Feed: Recent blog entries from YesTrak.
Confirm Your Account:After subscribing to YesTrak, you’ll be sent an email to confirm you account. Check...
Navigating the Feed Page:After logging into the account you’ll see a page similar to the screen shot...
Set-up your Business(es):Before we build a Script, we need to let the YesTrak Agent know which...
Building a script occurs in 4 easy steps. Customize your script following the steps below. Our...
Configuring your account notifications are done in Step 4 of 4 on any "Script" you create....
We understand sometimes you need a little hand-holding. We'd love to get you on the right track.
E: bill@yestrak.com
T: (646) 421-6108
