Before You Begin
Admin Access: Ensure you have Administrator permissions in your DAZOS CRM instance.
CallRail Integration: Confirm your CallRail integration is already configured and active.
Customer Instance Access: You'll need to review the specific customer instance to check field availability.
Steps
1. Navigate to VoIP Settings
Log in to your DAZOS CRM customer instance. From the main dashboard, click on Settings in the left-hand navigation menu, then select CRM Settings.
2. Access VoIP Configuration
Scroll to locate the VoIP Settings section. Click to open it, then select the CallRail tab to view the integration options.
3. Review Field Mapping Options
Look for the field mapping section within the CallRail tab. Check the available dropdown menus to see if "Unqualified Reason" appears as a mappable field option.
4. Check CRM Field Availability
Navigate to Settings > CRM Settings > Module Management > Module Layouts & Fields. Select the target module (typically Leads or Intake Opportunities) and verify that an "Unqualified Reason" field exists and is active.
5. Verify Field Mapping Configuration
If both the CallRail source field and CRM destination field are available, configure the mapping by:
Selecting the CallRail unqualified reason field from the source dropdown
Mapping it to the corresponding CRM unqualified reason field
Clicking Save to apply the configuration
Verification / Expected Result
After configuration, test the mapping by:
Processing a CallRail call with unqualified reason data
Checking that a lead is created in the CRM with the unqualified reason field populated
Confirming the values match between CallRail and the CRM record
Troubleshooting / Common Errors
Field Not Available for Mapping:
The unqualified reason field may not be enabled in your CallRail instance
The corresponding field may not exist in your CRM module
Custom field creation may be required in the CRM
Values Not Syncing:
Ensure picklist values match between CallRail and CRM
Verify the field mapping was saved correctly
Check that the CallRail integration is active and properly connected
💡 Tip: If the unqualified reason field is not available for mapping, you may need to create a custom field in your CRM module first, then return to the VoIP settings to configure the mapping.