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Salesforce Monitors

Salesforce Monitor Setup Salesforce monitors allow a monitor to run every hour to query for objects that have changed within the last hour. For each object that has changed, matches the given query criteria, and is associated with a call, text, or form a Trigger will be executed. To set up a Salesforce Monitor go

Bulk Text Messages

You can use your text-enabled tracking numbers to send bulk text messages through the CTM system. This is an easy way to quickly send a text message to a list of your customers.

How to Contact CallTrackingMetrics Support

Calltrackingmetrics Support Hours Monday – Thursday 7:30 am EST – 7:30 pm EST Friday 7:30 am EST – 5:30 pm EST    Contact us by Phone  1-800-577-1872 Live Chat with Support – click the message icon in the bottom right corner of any page within the application Access the Ticket Portal Request Information about our

How to join the CallTrackingMetrics Help Center & Community Forum

Note: you must have a CTM account in order to sign up to the community   To setup a User go to your call Calltrackingmetrics account  Go into Manage Users Add User As a User in order to submit a trouble ticket: Sign into your CTM Account Next go to Help →  Create a ticket If

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 call, Block future calls like this one and Rate the audio quality for this call. When you click on Exclude you will get more options

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 on defined criteria. Tags are especially helpful for categorizing your activities if you’re interested in tracking a specific product or promotion. Manual

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 Target/Receiving Numbers. All Blocked callers who call in will hear a busy signal or an error message when they try to call one

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7:30am – 5:30pm, EST