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Knowledge base
CallTrackingMetrics
Announcements & News
4
New Navigation Overview
CTM Feature Update Notices
CTM Weekly Digest (Product Updates)
How to Download & Use Zoom for Virtual Meetings
Getting Started
1
How to Submit a Feature Request to CallTrackingMetrics
FAQ's
1
STIR/SHAKEN Information
Troubleshooting
6
Basic Troubleshooting Steps
How to Capture a Screenshot & Screen Recording Using Awesome Screenshot Chrome Extension
How to Submit a CTM Support Ticket to Coalmarch
CTM Phone System Outage
Network Speed Test
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Text Messaging
2
How to Send Bulk Text Messages
How to Access The Text Log & Text Within CTM
CTM Mobile App
4
CTM Support Hub Resource: Softphone Guide (Mobile App)
Downloading the app & logging in
Using the softphone (inbound & outbound calls)
Texting in the CTM app
CRM Integration
2
PestPac Integration | Miscellaneous Tips
How to Install the Coalmarch Chrome Extension
Settings
5
How to Update Your Call Routing (Where Calls Go)
Scheduling Holiday Hours
Giving Access to Agents to Choose their Outbound Number
Setting Up CTM Wrap Up Panels
Navigating CTM Wrap Up Panels
Forgely
Forgely Offboarding
1
Forgely Sunset FAQs
Getting Started - Account Set Up
8
How To Update Company Information
How To Add Positions
How To Add Another Office Location
How To Add An Employee
How to Update Your Company Branding on Forgely
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Training
12
Overview: Course, Class, Exam
How to Create a Course
How to Create a Class
Adding a Class to an Existing Course
Adding a Class from the Community
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Reviews & Inspections
5
Difference Between Inspections and Reviews
How to assign a Review or Inspection For an Employee To Take
How to Assign a Review/Inspection for a Manager to Perform on an Employee
Employee Performs or Manager Performs?
How to change an assignment schedule
Forgely Community
2
What is the Community?
How to filter and search in the Community
Reporting and Performance
2
How can I check on my employee's performance?
How to Create Saved Reports and Send via Email
FAQ's
2
How To Reset an Employee Password
Security Levels
Plan and Billing Information
3
Where is my billing information?
Upgrading and Package Details
How does billing work?
Background Checks
7
Background Check Overview
Background Check Package Levels
How to Enable Background Checks
How to Order a Background Check
Background Check - Billing Information
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Job Openings
4
How to view shared job openings
How to Refresh a Job Opening
How To Share a Job Opening with Indeed
How to Save Application Templates
Hiring Managers
6
System Notifications - Adding and Removing Hiring Managers
How to Move an Employee to Terminated Status
FAQ - Hiring Managers
How to add a Hiring Manager (from the Hiring Manager tab)
How to add a Hiring Manager (from the Employee Dashboard)
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Notifications
1
Notifications
Incidents & Absences
2
Incidents: Overview & How to Record
Absences: Overview & How to Record
General Technical Support
0
Tech Lead Form
Using Tech Form
1
How to Add a Web Page to Your Cell Phone's Home Screen