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Softphone Guide (Mobile App)

Downloading the App The CallTrackingMetrics mobile app is available for iOS and Android.  We always recommend using the latest version of your mobile operating system with the app. Opening the Softphone The softphone is opened from the Call Log page (Calls → Call Log). 1. Tap the Phone icon to open the phone.      

Softphone Guide

RequirementsIn order to use the softphone, you will need: A microphone (we recommend a headset with a boom microphone) A strong internet connection Click here for more details and recommendations for best practices when using the softphone. Opening the Softphone The softphone is opened from the Call Log page (Calls → Call Log). 1. Click

Salesforce - Creating Tasks for Phone Calls

There are many benefits with integrating CallTrackingMetrics and Salesforce. One of the most commonly used features is to automatically append calls as activities (tasks) to Lead or Contact records. Once you start sending calls to Salesforce as activities you will then be able to build activity reports in Salesforce that include your calls along with

Using the Softphone with macOS Mojave (10.14)

Softphone users running macOS Mojave (10.14) may experience an issue with one-way audio on softphone calls. This issue is due to restricted microphone permissions that will prevent the caller from being able to hear you through your laptop or headset microphone. Even if you have previously allowed microphone access on your browser, you may need

Integrating CallTrackingMetrics with Zoho CRM

CallTrackingMetrics can integrate directly with your Zoho CRM account so that calls coming through your tracking phone numbers appear automatically as leads, activities, or as a custom object in Zoho CRM. This is a powerful way to ensure that all of your advertising and agent performance data feeds right into your Org so that your

Configuring Call Center and Open CTI Softphone (Salesforce Lightning)

The CallTrackingMetrics softphone can be integrated with your Salesforce Organization via the Open CTI Adapter.  By embedding the softphone in Salesforce, agents can receive calls, make outbound calls, and utilize all the capabilities of the softphone within the Salesforce platform. When using the embedded softphone, we recommend disabling automatic lead creation from CallTrackingMetrics and instead

Configuring Call Center and Open CTI Softphone (Salesforce Classic)

The CallTrackingMetrics softphone can be integrated with your Salesforce Organization via the Open CTI Adapter.  By embedding the softphone in Salesforce, agents can receive calls, make outbound calls, and utilize all the capabilities of the softphone within the Salesforce platform. When using the embedded softphone, we recommend disabling automatic lead creation from CallTrackingMetrics and instead

Importing Past Calls to Salesforce

Once you have activated your integration with Salesforce, you may choose to send past calls (calls that occurred before integration setup) into your Salesforce account.  It’s important to note that these imported calls will be mapped to leads, contacts, or other customer objects based on the settings you have assigned in your Field Mapping section of


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