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What is the correct setup order for Salestrail?

Following the steps in the right order makes setup faster and avoids the most common mistakes. Here is the recommended sequence for getting a new user fully set up including call recording and WhatsApp tracking.

The correct setup order

1. Admin: invite the user from the dashboard Go to Dashboard > User Management > Add User and invite the user by email.

2. User: accept the invitation and sign up on the dashboard The user clicks the invitation link, signs up using the email address they were invited with, and completes the dashboard registration before touching the app.

3. User: install the Salestrail app and sign in Download Salestrail - Call log & analysis from Google Play and sign in using the same email address used on the dashboard.

  • 3.1 Grant all required permissions when prompted — Phone, Call Logs, and Contacts
  • 3.2 Go to Phone Settings > Apps > Salestrail > Battery and set to Unrestricted
  • 3.3 Turn off Remove Permissions if App is Unused — note that this setting does not appear on all device models

4. User: enable WhatsApp tracking in the Salestrail app Go to Settings > Call Tracking and enable Track WhatsApp Calls. Select the correct source — WhatsApp, WhatsApp Business, or both.

  • 4.1 When prompted, grant Notification Access to Salestrail — this is required for WhatsApp call detection

5. User: enable call recording in the Salestrail app Go to Settings > Recording Settings, enable Call Recordings, and select Use Salestrail Recorder.

6. User: install Uptodown from the Play Store Search for Uptodown on Google Play and install it. This is used to install the Salestrail Recorder APK safely.

7. User: install the Salestrail Recorder APK Download the APK from salestrail.io/apk and install it using Uptodown.

  • 7.1 Grant all required permissions when the Recorder APK opens for the first time — tap Allow on each prompt
  • 7.2 Enable Accessibility access. If you see a Restricted Settings message, follow the on-screen steps to allow it — always tap OK on any notification that appears. See Why Can't I Turn On Accessibility for the Salestrail Recorder? if you get stuck.
  • 7.3 Go to Phone Settings > Apps > Salestrail Recorder > Battery and set to Unrestricted
  • 7.4 Grant Notification Access for WhatsApp call recording inside the Recorder APK

Why order matters

The most common setup mistakes happen when users install the app before accepting their dashboard invitation, or skip the battery and permission steps because they seem optional. They are not optional — without them, calls will be missed and recordings will be inconsistent.

If something is not working after completing these steps, see Common Setup Mistakes or contact support@liid.com.

NEXT: Check out the most common setup mistakes