Table Of Contents

Sales Call Funnel

HYROS Docs Initial Set Up Sales Call Funnel

Sales Call Funnel

This document will guide you through setting up a sales call funnel.
The best way to use this document is to complete the steps in the order they are given.

If you need any help, contact support or your onboarding manager.

Step 1 : Setting Up Your Ads

~ skip this if you’re not tracking ads and are solely focused on organic traffic ~

Misc Ad Platforms

~ skip this if you’re not tracking ads and are solely focused on organic traffic ~

Step 2 : Setting Up Your Email and Organic Traffic

Step 3 : Tracking The Lead or Opt-In

Step 4 : Setting Up Call Tracking Software

Step 5 : Tracking Customer Payments

IMPORTANT

If your team runs your customers cards via checkout forms ENSURE that the forms your sales team uses have NO TRACKING on them. Also, if there is an option inside your integration to “discard IP from events”, we suggest turning this on. Otherwise Hyros will track your phone reps and misattribute tracking. Click HERE or ask your onboarding manager for clarification if needed..

Step 5.1 : IF Your Team Manually Runs Customer Cards

Step 5.2: IF Your Customer Self-Checks Out (The Customer Enters In Credit Card Details and Completes Checkout From Their Device)

Do not see your system? No need to worry. We still have a few options to integrate your checkout or processor.

Step 6 : Setting up your currency and timezone

~ skip this if you’re not tracking ads and are solely focused on organic traffic ~

Optional Step

Advanced Configuration