Getting started with Call Census

Call Census helps phone-driven teams turn inbound calls into reviewed, useful conversion data. The workflow is simple: connect a call source, review calls, approve the outcome, and use the cleaner signal in reporting or exports.

The core workflow

Create an account. An account usually represents one business, client, or operating group.
Select a location. Locations let teams separate branches, offices, service areas, or client sub-accounts.
Connect a call source. Bring recent calls, recordings, numbers, source details, and campaign context into Call Census.
Review calls. Confirm whether each call was a real conversion, not a conversion, or still needs review.
Use the result. Approved outcomes can support reporting, team follow-up, and export workflows.

What to prepare before setup

Access to the call tracking provider you want to connect first.
A short definition of what should count as a conversion for your business.
The locations or sub-accounts your team needs to review separately.
The person responsible for approving the first set of reviewed calls.

Recommended first pass

Start with one source and one reviewer. Review a small set of calls together before expanding the workflow. That gives your team a shared standard for booked appointments, qualified leads, quote requests, wrong numbers, vendor calls, and other common edge cases.