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. Choose Count as conversion, Don’t count, or Decide later.
- 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 the decision first, then the outcome detail: appointment booked, qualified lead, quote requested, existing-customer call, wrong number, spam, or another common case.