CTM Platform, Hidden Gems

Tags

Discover how tags can help you categorize activities like calls, chats, messages, and more based on your goals.

CTM Platform, Flows

Geo Routers

Geo routers allow you to route callers based on their location using the area code of the number from which they dial or their zip code.  Geo routers are not able to route callers based on the physical location of their mobile phones.

CTM Platform, Flows

Agent Scripts

Agent scripts are used to provide agents with a script that will display in the softphone for inbound or outbound calls. Each tracking number can have its own script or you can assign one script to multiple tracking numbers.

CTM Platform, Reporting

Activity Reports

The Activity Reports page provides an overview of your calls over a set time period sorted by a dimension of your choice. You can apply filters and date ranges to narrow down which calls you want to include in the report, and select a view (such as calls by source, calls by hour of day, or calls by …

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Marketing Lite, Marketing Pro, Sales Engage, CTM Platform, Help

Help Tab

The Help tab is your go to location for all of the resources that CallTrackingMetrics has to offer.

CTM Platform, Flows

Triggers

Triggers can be used to automate processes in your account based on specific aspects of a call, allowing. you to to streamline actions in your account.  

Marketing Lite, Marketing Pro, Sales Engage, CTM Platform, Settings

Creating Users

Learn how to create a new user along with an overview of the different user roles in CallTrackingMetrics.

CTM Platform, Settings

Accounts

The accounts page gives you a full overview of all sub-accounts under your agency.  

CTM Platform, Settings

Manage Users

The manage users page gives you the ability to see a list of all users on your account and find other important pieces of information.