Restoring Released Tracking Numbers
If you no longer would like to own a tracking number you will simply release it, go to Numbers >Tracking numbers.
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Using Salesforce Triggers
CTM can integrate directly with your Salesforce account so that calls coming through your tracking numbers appear there automatically as leads or activities.
Integrating CTM FormReactor with HubSpot
HubSpot is a powerful, easy to use, integrated set of applications businesses can use to attract, engage, and del…
Integrating CallTrackingMetrics with Hubspot
The CallTrackingMetrics integration with HubSpot allows you to create a new contact in HubSpot for each unique caller in your CallTrackingMetrics account, including all the valuable session information associated with the call, text, or form. With this data, you can holistically view your leads and manage call conversions in HubSpot. Map your CTM users to
Keyword Spotting
Call transcription is an exciting feature that transforms the audio of your calls into speaker organized scripts.
Security Options for Call Recordings
Call recordings are included at no additional cost through all of our plans. Calls will be recorded as soon as the phone is answered.
Advanced Call Recordings (Recording Toggles)
Call recordings are included at no additional cost through all of our plans. Calls will be recorded as soon as the phone is answered.
Troubleshooting Calls with No Audio
Even with call recording enabled in your account, you may see several calls with no associated audio files. This is often expected, depending on your settings, but can also indicate a problem with your call settings configuration. This article will go over the most common causes for “no audio” calls. No Talk Time Unless
Verified Caller ID
Adding verified caller IDs allows you to use your own number (such as your mobile number) rather than a tracking number in your account as your outbound caller ID. When you add a new number, an automated phone call will be placed to that number and you will be prompted to enter a verification code shown
Removing Users
Removing a user from your account will prevent the user from seeing your account when they log in. If the user has access to other accounts in CTM, they will still be able to access those accounts unless they are removed from those accounts as well. If you need to remove an agency administrator, extra
Adding New Users
CallTrackingMetrics allows an unlimited number of users for each account. Each user has a role that determines what kind of permissions they will have in the account. Users can have access to multiple accounts, and can have different roles in different accounts. Some user roles can be added to access control groups, which allow for more
Troubleshooting Schedules
It can be helpful to think of schedules as an “if/then” rule that creates forking paths for your call route. If you have a call that routes from a tracking number to a queue of agents, applying a schedule to the tracking number creates a forking path that either routes to the queue (during the schedule’s hours) or to an alternate path, such as a voicemail (when the schedule is not active).