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Notes and Call Scoring in the Softphone
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Using Tags to Organize Activities
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Desk Mode
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Log Flag
Preventing Unwanted Activities on Your Numbers
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Using Tags to Organize Activities
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Desk Mode
Filters
Log Flag
Preventing Unwanted Activities on Your Numbers
Saving Filters
Using Tags to Organize Activities
Using Tags to Organize Activities
Text
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Filters
Log Flag
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Intercom Chat
Languages Supported by Chat Translations
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Chat Widgets
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Forms
Click to Call Form (FormReactor)
Integrating CTM FormReactor with HubSpot
Integrating FormReactor with Web Applications Using Zapier
FormReactors
Click to Call Form (FormReactor)
Routing
After Hours Message for Callers
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Fail-safe Number
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Forwarding from a Toll-free number to another Toll-free number
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Geo Route Phone Calls Based on Caller's Location
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Queues
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Smart Routers
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Using Voice Menus to Make a Directory
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How To Use The Softphone
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2020 November | CTM Release Notes
2020 September | CTM Release Notes
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2021 January | CTM Release Notes
2021 June | CTM Release Notes
2021 October | CTM Release Notes
2022 January | CTM Release Notes
2022 May | CTM Release Notes
COVID-19
Adding New Users
Agent Routing
Best Practices for Softphone and SIP
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Click to Call Form (FormReactor)
Conference Calls and Transfers
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Installing the Tracking Code for AMP (Accelerated Mobile Pages)
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Recorded Webinar: The Big Bing Conversion
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Cake
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Gong Integration
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Discover Google Ads Direct Connect [Recorded Webinar]
Google - iOS Campaign 14 Measurement
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Google call details forwarding for call ads
Google Call Extensions and Call-Only Ad Troubleshooting (Performance plan solution)
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Google Analytics
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CTM and GA Integration - Understanding the fourth toggle
Events in Google Analytics
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Google Ads and Analytics Troubleshooting
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Google Marketing Platform
Integrating CallTrackingMetrics with Google Marketing Platform
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Routing CTM calls to your HubSpot Owner
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Integrating CallTrackingMetrics with Mailchimp
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Integrating CallTrackingMetrics With Marin Software
Marketo
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Microsoft Dynamics
Integrating CallTrackingMetrics with Microsoft Dynamics
Optimizely
Integrating CallTrackingMetrics with Optimizely
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Integrating CallTrackingMetrics with Maxymiser
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Pipedrive Integration
Salesforce
Assigning Salesforce Campaigns to Tracking Sources
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Configuring Call Center and Open CTI Softphone (Salesforce Lightning)
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Using Salesforce Triggers
SendGrid
Integrating CallTrackingMetrics with SendGrid
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Integrating CallTrackingMetrics with Slack
SnapChat
Snapchat Integration
Stripe
Integrating CallTrackingMetrics with Stripe
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Integrating Your Account with SugarCRM
Symplify
Symplify Integration
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Integrating CallTrackingMetrics with Unbounce
VWO
Integrating CallTrackingMetrics with Visual Website Optimizer (VWO)
Webhooks
Webhooks API Integration
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
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Integrating CallTrackingMetrics with ZenDesk
ZOHO
Integrating CallTrackingMetrics with Zoho CRM
Integrating CTM with Zoho Using Zapier
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Zoom Integration
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Buy Tracking Numbers
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Short Codes
Why do some phone numbers have an address requirement?
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CallTrackingMetrics Faxing Service
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Receiving Numbers
Text Numbers
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Fail-safe Number
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Create Custom Tracking Sources
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Installing the Tracking Code with Google Tag Manager
Overview of Tracking Sources (Advertising Channels)
Swapping Numbers in Images
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Tracking Code Cookies
Tracking Numbers and Email Campaigns
Tracking Source Positions
Training - Tracking Source
Troubleshooting Number Swapping
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 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
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Reports
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Accuracy Report
Accuracy Report
Activity Reports
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Period vs. Globally Unique Callers
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Contact Center
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Period vs. Globally Unique Callers
Usage
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Set Up Notifications
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API Keys
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CallTrackingMetrics Tools for CCPA Compliance
CallTrackingMetrics Tools for GDPR Compliance
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Federal Universal Service Fund (FUSF) Overview
Frequently Asked Questions: Sales Tax
Google Number Disapproved or Not Verified
Managing Audio Files
PCI Compliance
Presets
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Current Account
Account Settings
Billing Settings
Account Billing Logs
Adding a Backup Payment Method
Adding a New Payment Method
Agency Shared Billing VS. Individual Sub-Account Billing
Billing Address for Statements
Billing Notifications
Federal Universal Service Fund (FUSF) Overview
Frequently Asked Questions: Sales Tax
How does price per minute work?
How does the available balance system work?
Printable Statements
Receipts
Refund Policy
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Special International Per Minute Pricing
Update Billing Re-Charge Settings
View Charges and Usage For Account
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Waiting on Affiliate Approval
Where Are My Affiliate Payouts?
Where is My Affiliate Link?
Accounts
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Agency Shared Billing VS. Individual Sub-Account Billing
View Canceled Accounts
Divisions
User Management - Divisions
Parent Settings
Calltrackingmetrics Technical Support PIN
Canceling an Account or Agency
Change History and Versions
Identity Providers - SAML
Identity Providers - SAML
Two-Factor Authentication
Price Markups
Creating and Modifying Price Markups
Integrating CallTrackingMetrics with Stripe
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Teams (Phone Settings)
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Custom Actions
Custom Fields
Custom Fields
Users
Pre-Recorded Outbound Voicemail Messages
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Access Control Rules
Manage Users
Adding New Users
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Associating CTM Agents to Salesforce Users
Managing Users
Pre-Recorded Outbound Voicemail Messages
Removing Users
Two-Factor Authentication
User Roles
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Advanced Call Recordings (Recording Toggles)
Call Waiting
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Your Profile
Two-Factor Authentication
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
Softphone Guide
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Stop Accepting Calls
Troubleshooting Calls with No Audio
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Triggers
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2021 April | CTM Release Notes

In this month’s Release Notes video, we announce our brand new mobile app to help make inbound and outbound calling easier when away from your desk.

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Last Updated: 02/01/2022
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