---
title: BluepointATM CallRail Platform Training
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2025-12-11-review-bluepoint-digital-marketing-from-octnov-108155282.md
tags:
- callrail
- call-tracking
- training
- bluepoint
- outbound-calls
layer: 2
client_source: null
industry_context: null
transferable: true
---

# BluepointATM CallRail Platform Training

## Overview

During the Oct/Nov 2025 digital marketing review, BluePoint ATM flagged that they needed hands-on training to use CallRail effectively. Wade Zirkle had attempted to use the mobile app to place outbound calls and was confused by the platform's two-step connection process. The issue was resolved live during the call, and Asymmetric committed to scheduling a formal training session.

## The Outbound Call Process (Mobile App)

CallRail's outbound calling works differently from a standard phone call. The key behavior that confused BluePoint:

> **When you place an outbound call via CallRail, the app calls *you* first. You must answer your own phone before it connects to the recipient.**

This is by design — CallRail routes the call through its tracking infrastructure so the recipient sees the tracking number (not your personal mobile number) on their caller ID.

### Step-by-Step: Placing an Outbound Call

1. Tap the **+** button in the bottom right of the mobile app.
2. Enter the **customer's number** in the top field.
3. Enter **your device's phone number** in the "Your Number" field (your actual mobile number).
4. Select the **Company** (e.g., BluePoint ATM Solutions).
5. Choose a **Tracker** number — this is what the customer will see on their caller ID. Select the appropriate campaign tracker (e.g., Eastern Office pool, Western Office).
6. Tap **Place Call**.
7. **Your phone will ring first** — answer it.
8. Once you answer, the system will then ring the customer's phone and connect you.

> **Note:** The call will appear in the CallRail call log for both parties once connected. Mike Stebbins confirmed during the live test that the call showed up in the log correctly.

### Why It Works This Way

CallRail intercepts the call to attribute it to the correct campaign tracker. This ensures that when a sales rep calls a lead back, the interaction is logged against the same tracking number the lead originally called — maintaining clean attribution data.

## Access & Credentials

- BluePoint needs to ensure the Asymmetric team has access to their CallRail account (flagged as unresolved during the meeting — Melissa Cusumano did not have access at time of call).
- Wade Zirkle can grant access via the account's user settings panel.

## Known Issues at Time of Meeting

- Wade received an email from CallRail about a **number compatibility issue** with one of the tracking numbers. Melissa noted the flagged number did not appear to have a pool assigned, but the full details were unclear. Wade agreed to send a follow-up email to Asymmetric with specifics.
- The Asymmetric team was not yet confirmed as having active login access to the BluePoint CallRail account.

## Action Items

| Owner | Action |
|---|---|
| Asymmetric | Schedule a formal CallRail training session for BluePoint |
| Wade Zirkle | Send details on the number compatibility issue to Asymmetric |
| Wade Zirkle | Confirm Asymmetric team has access to the CallRail account |

## Related

- [[clients/bluepoint/index]]
- [[knowledge/call-tracking/callrail-overview]]
- [[meetings/2025-12-11-bluepoint-oct-nov-marketing-review]]