Various Settings

Tips & Tricks for updating various settings within your CTM account.

Scheduling Holiday Hours
This support article will outline the process of adding an exception to schedule holiday hours in CTM.  New Nav:     1...
Mon, 19 Jul, 2021 at 3:20 PM
Giving Access to Agents to Choose their Outbound Number
Description This feature/setting gives CTM Phone System users the ability to choose their outbound number. It will display a drop-down menu in the softphon...
Tue, 3 Aug, 2021 at 10:55 AM
Setting Up CTM Wrap Up Panels
The Wrap Up Panels feature allows us to set a certain amount of time an agent has after a call before they can receive the next one. This allows them to com...
Mon, 23 Aug, 2021 at 12:10 PM
Navigating CTM Wrap Up Panels
After a call is completed, or after an agent has transferred the call, the Wrap-Up panel will automatically pop up in fullscreen, displaying the contact pan...
Mon, 23 Aug, 2021 at 12:11 PM
Adding the Coalmarch Call Script product To CallTrackingMetrics
This process will explain how to add the SprowtSell Call Scripts product into your CallTrackingMetrics account, allowing you to utilize Call Scripts within ...
Tue, 8 Nov, 2022 at 2:26 PM
Setting up the Trust Center - Compliance for STIR/SHAKEN and A2P Regulations
Setting up the Trust Center for each account is necessary to be compliant with the STIR/SHAKEN and A2P Regulations. For more information and steps go to: ht...
Thu, 20 Apr, 2023 at 9:25 AM
Setting Up and Editing Voicemenus and Voicemails
These options can either be used to create Voice Menus (ie Phone Trees) or voicemail boxes. Tracking Numbers can be routed directly to Voice Menus. Scroll d...
Thu, 20 Apr, 2023 at 9:04 AM
Reporting Notification Setup & Management
Create a New Notification Reports → Notifications Located under the “Report Settings” section Click on “New Notification” in the upper right corner o...
Thu, 20 Apr, 2023 at 9:13 AM
Setting Up a Smart Router and a Scheduled Based Smart Router
Description Setting up and editing Smart Routers within CTM. Basic Examples of what smart routers can do and how they should be utilized. Why? Smart R...
Thu, 20 Apr, 2023 at 9:04 AM
Updating the 'Team (Phone Settings)'
Description Walkthrough of how to set up the “Teams (Phone Settings)” for general use. Then a more in-depth explanation of the settings clients usually hav...
Thu, 20 Apr, 2023 at 9:33 AM