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Geo Route Phone Calls Based on Caller's Location
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Conference Calls and Transfers
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Queues
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Update Billing Re-Charge Settings
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Drift
Drift Integration
ABTasty
ABTasty Integration
Acquisio
Integrating CallTrackingMetrics with Acquisio
AMP
Installing the Tracking Code for AMP (Accelerated Mobile Pages)
Bing
Integrating CallTrackingMetrics with Microsoft Ads
Recorded Webinar: The Big Bing Conversion
Bizible
Integrating CallTrackingMetrics with Bizible
Cake
Integrating CallTrackingMetrics with CAKE
Facebook
Facebook: Audiences, Forms, and Ads
Integrating CallTrackingMetrics with Facebook
Setting up the Facebook integration
Gong i.o
Gong Integration
Google Ads
Auto-Tagging for Google Ads Call Tracking
Call Tracking for Ad Extensions
Discover Google Ads Direct Connect [Recorded Webinar]
Google - iOS Campaign 14 Measurement
Google Ads and Analytics Troubleshooting
Google Ads Direct Connect Troubleshooting Tools
Google Ads Integration for Call-Only Ads and Call Extensions
Google call details forwarding for call ads
Google Call Extensions and Call-Only Ad Troubleshooting (Business plan solution)
Google Forwarding Numbers
Linking to Google Ads Direct Connect
Set Up Google Integrations
Transitioning from Google Analytics conversion goals to Google Ads Direct Connect Conversion actions
Google Analytics
Creating a Goal in Google Analytics
CTM and GA Integration - Understanding the fourth toggle
Events in Google Analytics
Google - iOS Campaign 14 Measurement
Google Ads and Analytics Troubleshooting
Google Forwarding Numbers
Linking CTM with Google Analytics
Programming Additional Data to an Activity for Google Analytics and CTM
Set Up Google Integrations
Setting up CTM's integration with Google Analytics & Ads.
Setting up Goals in Google Analytics
What Data is Sent to Google Analytics
Google Data Studio
How to Use Google Data Studio with CallTrackingMetrics
Integrating CallTrackingMetrics with Google Data Studio
Google Marketing Platform
Integrating CallTrackingMetrics with Google Marketing Platform
Hubspot
Integrating CallTrackingMetrics with Hubspot
Integrating CallTrackingMetrics with HubSpot (Legacy)
Integrating CTM FormReactor with HubSpot
Instapage
Integrating CallTrackingMetrics with Instapage
Kenshoo
Integrating CallTrackingMetrics with Kenshoo
Kissmetrics
Integrating CallTrackingMetrics with KISSMetrics
Mailchimp
Integrating CallTrackingMetrics with Mailchimp
Marin Software
Integrating CallTrackingMetrics With Marin Software
Marketo
Integrating CallTrackingMetrics with Marketo
Microsoft Dynamics
Integrating CallTrackingMetrics with Microsoft Dynamics
Optimizely
Integrating CallTrackingMetrics with Optimizely
Oracle Maxymiser
Integrating CallTrackingMetrics with Maxymiser
Salesforce
Assigning Salesforce Campaigns to Tracking Sources
Associating CTM Agents to Salesforce Users
Configuring Call Center and Open CTI Softphone (Salesforce Classic)
Configuring Call Center and Open CTI Softphone (Salesforce Lightning)
Importing Past Calls to Salesforce
Integrating CallTrackingMetrics with Desk.com (Salesforce Desk)
Integrating CallTrackingMetrics with Salesforce
Resizing the Softphone in Salesforce Lightning
Salesforce - Creating Tasks for Phone Calls
Salesforce - Record Creation and Matching
Salesforce Monitors
Salesforce Trigger Concepts
Using Salesforce Triggers
SendGrid
Integrating CallTrackingMetrics with SendGrid
Slack
Integrating CallTrackingMetrics with Slack
SnapChat
Snapchat Integration
Stripe
Integrating CallTrackingMetrics with Stripe
SugarCRM
Integrating Your Account with SugarCRM
Symplify
Symplify Integration
Unbounce
Integrating CallTrackingMetrics with Unbounce
VWO
Integrating CallTrackingMetrics with Visual Website Optimizer (VWO)
Wix.com
Installing the Tracking Code on Wix Sites
WordPress
Using the WordPress Plugin
Zapier
Integrating FormReactor with Web Applications Using Zapier
Integrating with Other Software Using Zapier
ZenDesk
Integrating CallTrackingMetrics with ZenDesk
ZOHO
Integrating CallTrackingMetrics with Zoho CRM
Integrating CTM with Zoho Using Zapier
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How Many Tracking Numbers Do I Need?
Keyword Spotting
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Porting Numbers Away from CallTrackingMetrics
Porting Numbers to CallTrackingMetrics
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Releasing a Number
Source Announcement Troubleshooting
Why do some phone numbers have an address requirement?
Buy Numbers
Buy Tracking Numbers
Determining Exact Location of Canadian Numbers
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Number Requests (Toll-free, Vanity, and Out-of-Stock Area Codes)
Short Codes
Why do some phone numbers have an address requirement?
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CallTrackingMetrics Faxing Service
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Receiving Numbers
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Auto-Tagging for Google Ads Call Tracking
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How Many Tracking Numbers Do I Need?
How to Prevent Number Swapping
Install CTM Tracking Code
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Installing the Tracking Code on Your Website
Installing the Tracking Code with Google Tag Manager
Overview of Tracking Sources (Advertising Channels)
Swapping Numbers in Images
Testing Number Swapping
Tracking Code Cookies
Tracking Numbers and Email Campaigns
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Training - Tracking Source
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Target Numbers
Create Target Numbers
Target Numbers
Tracking Code
How to Prevent Number Swapping
Install CTM Tracking Code
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Installing the Tracking Code in Magento
Installing the Tracking Code on Wix Sites
Installing the Tracking Code on Your Website
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Tracking Code Cookies
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Create Custom Tracking Sources
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Creating Tracking Sources By Google Ads Campaign
First and Last Touch
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Tracking Numbers and Email Campaigns
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Reports
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Accuracy Report
Activity Reports
Activity Reports
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Period vs. Globally Unique Callers
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Ad Tagging For Tracking Bing Paid/Adcenter Calls
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CallTrackingMetrics Tools for CCPA Compliance
CallTrackingMetrics Tools for GDPR Compliance
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Frequently Asked Questions: Sales Tax
Google Number Disapproved or Not Verified
Managing Audio Files
PCI Compliance
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Current Account
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Account Billing Logs
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How does price per minute work?
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Printable Statements
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Update Billing Re-Charge Settings
View Charges and Usage For Account
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Where Are My Affiliate Payouts?
Where is My Affiliate Link?
Accounts
Adding a New Account (Sub-Account)
Agency Shared Billing VS. Individual Sub-Account Billing
View Canceled Accounts
Divisions
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Calltrackingmetrics Technical Support PIN
Canceling an Account or Agency
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Creating and Modifying Price Markups
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Adding New Users
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Your Profile
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Softphone
Accepting Inbound Calls
Conference Calls and Transfers
Configuring Call Center and Open CTI Softphone (Salesforce Classic)
Configuring Call Center and Open CTI Softphone (Salesforce Lightning)
Desk Mode
Exit Phone Tracking
How to use the Softphone/Browser Phone with other web based software
Notes and Call Scoring in the Softphone
Outbound Dialing
Pre-Recorded Outbound Voicemail Messages
Putting a Call on Hold
Quick Link Filters
Softphone Beta
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Troubleshooting Calls with No Audio
Using the Softphone on Your Mobile Device
Using the Softphone with macOS
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Texts Overview
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Recorded Training
CTM Academy
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Day 1: Introduction to CallTrackingMetrics, Part 1 [unedited recording]
Day 2: Introduction to CallTrackingMetrics, Part 2 [unedited recording]
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Go Beyond the Phone Call: Ways to Engage Your Customers with Texting. [Recorded Webinar]
Meet the CTM FormReactor® [Recorded Webinar]
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Spotlight Webinar - Franchises [Recorded Webinar]
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Launchpad Training Hub What's New Covid-19
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Day 6 – Agent Workflows and Productivity Tools

Webinar Slide Deck

This session is designed for new and existing users who want to improve their agent’s workflows and automate their processes. Increase security with account restrictions, user roles, access control groups, and customize team settings. 

During this session, we’ll cover:

  • Account Settings
  • User Roles
  • Access Control Groups
  • Teams
  • Auto Dialers
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Last Updated: 03/18/2021
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