1. Navigate to the Behaviors Section in Call Tracking Metrics (CTM) Settings
Access CTM: Log in to your Call Tracking Metrics account using your credentials via the CTM web portal or application.
Locate the Settings Menu:
From the CTM dashboard, identify the main navigation bar, typically located at the top or left of the interface.
Find the "Settings" option, often represented by a gear icon in the top-right corner or listed as "Settings" in a sidebar menu. Click to enter the Settings menu.
Select Behaviors:
Within the Settings menu, browse or scroll through the available categories (e.g., Account, Tracking, Call Flows).
Locate the "Behaviors" section, which may also appear as "Call Behaviors" or "Routing Behaviors" under a call management category.
Click "Behaviors" to access its configuration options.
Click here.
navigate to settings inside of CTM and click "Behaviors"
2. Click "Softphone (1 of 4 enabled)
ON OFF Enable the softphone for outbound calls Allow users to make outbound calls using the softphone
..."
3. In a new tab, navigate to https://lagunashores.dazoshealth.com/crm/index.php
4. Click "Sign In"
Click the "Search settings" field.
Click "VOIP Settings"
5. Enable the Softphone Feature by Selecting "Use CTM Version 2" in Dazos
Access CTM Settings in Dazos:
Log in to your Dazos account using your credentials.
Open CTM Settings:
Locate the settings menu for Call Tracking Metrics (CTM) within Dazos. This may be accessible via a gear icon, a "Settings" tab, or a specific CTM configuration panel.
Select "Use CTM Version 2":
In the CTM settings, find the option labeled "Use CTM Version 2" or similar (e.g., "CTM V2 Softphone" or "Version Selection").
Check the box or toggle the setting to enable "Use CTM Version 2." This action activates the V2 Softphone, which supports advanced features like WebRTC technology, single sign-on, and integration with tools like Salesforce.
Save Changes:
[[Click "Save," "Apply," or "Update" to confirm the selection. Ensure the system acknowledges the change (e.g., a confirmation message or a refreshed interface).]]
Verify Softphone Activation:
Navigate to the softphone interface in Dazos (often under a "Calls" or "Softphone" tab).
Confirm that the V2 Softphone is active by checking for features like the ability to make/receive calls, access call queues, or use enhanced interface options (e.g., custom panels or call recording controls)
