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GeneralAccount Setup

How to Unlock Website Tracking

Generate leads to your CRM directly from your website

How to Unlock Website Tracking

Learn how to capture leads directly from your site and monitor visitor activity in three simple phases.

Phase 1: Access Tracking Settings Navigate to the correct configuration menu to begin managing your lead capture tools.

  • Open Profile Menu: Click the main menu icon in the top-left corner of your dashboard.

  • Enter Settings: Select Profile & Settings from the dropdown options.

  • Locate Tracking: Click on the Website Tracking tab to access the pixel configuration area.

Phase 2: Pixel Configuration Set up a new tracking instance specifically for your business website.

  • Initiate Setup: Click the + Create Tracking Pixel button to start a new configuration.

  • Name Your Source: Enter a descriptive name (e.g., "Main Real Estate Site") to easily identify where your leads are coming from.

  • Confirm Details: Click Next to save the pixel profile.

Phase 3: Activation & Code Generation Finalize the process by retrieving the unique code needed for your website.

  • Reveal Code: Toggle the Get Code switch to generate your unique tracking snippet.

  • Copy & Embed: Copy the displayed code block to paste into your website's header.

  • Finish Setup: Return to the main list to confirm your pixel is active.

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