How to map CTM users to Dazos through VOIP Settings

This guide offers a detailed walkthrough for linking Call Tracking Metrics (CTM) users with your Dazo CRM via VOIP settings. This essential mapping ensures smooth data transfer between your call tracking system and CRM, supporting precise attribution, efficient communication, and a consolidated view of client interactions. Correct configuration of this integration is key to enhancing your sales and support processes.

Pre-requisites:

In CTM: Ensure that when a user answers a call, they are assigned within CTM. If this step is not completed before mapping, the process will not work.

1. Access Your CRM Instance: Begin by navigating to your CRM instance's dedicated login link. Enter your credentials to securely access your system's dashboard.

2. Navigate to CRM Settings: From the main interface, locate and click on the "Settings" option, typically found within the right-hand module panel.

3. Select CRM Settings from the dropdown: When you click on "Settings," a menu will appear. Find and click on "CRM Settings" to access the main system configuration options.

4. Access Integration Settings: On the right-hand panel that now displays various CRM settings, locate and click on "Integration" to proceed to the third-party connection configurations.

5. Select VOIP Settings: Within the Integration section, identify and select "VOIP Settings." This will direct you to the configurations related to your Voice over Internet Protocol services.

6. Initiate CTM User Mapping: In the middle of the screen, you will observe various options often highlighted by "red ribbons" or similar visual cues. Locate and select the option specifically labeled "Map CTM Users to Dazos" to begin the user synchronization process.

7. Map Calling Fields: Finally, proceed to select the option to "Map Calling Fields." This step ensures that relevant call data attributes from CTM are correctly aligned and transferred to their corresponding fields within Dazos CRM.