Jessica Michaels

Jessica Michaels

Author Archives
Day 3 – Level Up Your Account

Day 3 – Level Up Your Account

Webinar Slide Deck This session is designed for new CTM accounts and users who are new to CTM but have inherited an already configured account. Advance your setup with custom tracking sources, qualify ...

Call Log Flag

Call Log Flag

You may have noticed in your call log, under the Actions column, there is a “Flag” icon. When you click on the “Flag” icon you have a few items to choose from: Exclude this ...

Using Tags to Organize Activities

Using Tags to Organize Activities

You have the ability to either manually enter tags in for each of your Activities for Calls, Chats, Messages, Forms, & Faxes to set up tags to automatically be applied to activities based ...

Blocking Callers

Blocking Callers

From time to time, you may receive calls on your tracking numbers from solicitors or spam callers that you want to block. This is possible, but beware that this feature doesn’t work for the ...

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