Before You Begin
Ensure you have access to both the Leads and Accounts modules
Have the caller's phone number or name ready for searching
Confirm the approximate date/time the call was received
Steps to Locate Your CallRail Records
Check the Accounts module first
Navigate to your Accounts module and search for the caller using their name or phone number.
Search by phone number
If searching by phone number doesn't return results, try searching by the caller's name instead. Phone numbers may be updated by EHR integration after the initial lead creation.
Review recent Account activity
Look for recently created Account records that match your expected timeline for the CallRail activity.
Check conversion history
If you find the Account, you can verify it was originally a CallRail lead by checking the Account's activity history or notes.
Expected Result
You should find the CallRail contact as an active Account record rather than in the Leads module. The Account will contain all the original lead information plus any additional data added during the conversion process.
Common Issues and Solutions
Can't find by phone number: The EHR integration may have updated the phone number after lead creation. Try searching by name instead.
Still can't locate the record: Contact support with the specific CallRail event details (phone number, date/time, caller name) for assistance.
Important Notes
💡 Tip: CallRail integration creates leads automatically, but once your team converts them to Accounts, they move out of the Leads module. This is normal system behavior.
⚠️ Note: EHR integration may update contact information after the initial lead creation to keep your CRM data synchronized with your clinical records.
Related Resources
Managing Accounts in Dazos CRM
Understanding Lead to Account Conversion
CallRail Integration Setup and Troubleshooting