Once you have linked your CallTrackingMetrics account to Salesforce, you can associate your CTM agents to users in Salesforce so that any time the agent receives a phone call, their Salesforce user is assigned to that record. This is especially helpful so that as agents take calls, they can immediately see the caller as a lead
Two-Factor Authentication (or 2FA) is a security feature that requires an extra code provided by your smartphone to log in.
CTM allows an unlimited amount of account users with flexible user access levels. When you add a new user, you can choose from the following roles.
CallTrackingMetrics allows an unlimited amount of account users with flexible user access levels. When you add a new user, you can choose from a variety of roles.
The account “Owner” is typically the person who opened the account and they will be marked as the owner in the user list.
Access control groups are a great way to customize the level of access your users have within your account. You can use them to limit which numbers are visible for a particular user, and you can even use it to hide information in the call log as needed.
You can add users to the system with the new “Agent” role type. Agents are able to view the calls in the call log that they have answered, and they are also able to make outbound calls.
If you are using a call queue you will need a receiving number for any agent that is going to be receiving calls.
If you are using a call queue, you might want to have a schedule set for your agents. This will allow the agent to receive calls during a certain time.