Explore Your New CTM Account
Learn how to navigate The CallTrackingMetrics interface and where to locate important pieces of information.
CTM Core Concepts
Learn the fundamentals of tracking with CTM. During this course, we cover the five core concepts for success with your new account.
Buying & Porting Numbers
Learn how to purchase and port numbers into CallTrackingMetrics from your current carrier.
Presets & Copy to
Presets are pre-made settings which can be used to instantly configure records within your account.
Explore Your New CallTrackingMetrics Account
This session is designed for new users with new CTM accounts, as well as for new users added to existing CTM accounts.
Preparing Your Account for Launch
Take a deep dive into CTM's core concepts and terminology and define how each concept functions individually, as well as how they all connect.
Level Up Your Account
Advance your setup by utilizing the CTM Softphone, filters, exports, qualify your activities by star ratings, and send both your leads and sales into Analytics.
Supercharge your Flows with AI, Customization, and Automation
This session is designed for new and existing CTM users who want to include custom fields, add automation, utilize intelligent routing patterns, queues, and AI in their routing and workflows.
Lead Tracking and Marketing Attribution
This session focuses on marketing tools that allow you to resell, markup, and white label. Learn how to integrate with popular marketing platforms like Google Ads and attributing omnichannel activities such as forms, chats, and text messages.
Agent Workflows & Productivity Tools
This session is designed for new and existing users who want to improve their agent’s workflows and automate their processes. Increase security with account restrictions, user roles, access control groups, and customize team settings.
3 Ways to Supercharge Queues
3 gems designed to keep your callers entertained, set the proper expectation, and route the caller to the agent with the skill set to best support them.