Before You Begin
Ensure you have administrative access to both your CTM account and Dazos CRM.
Steps
Step 1: Enable V2 Softphone in CTM
Log in to your Call Tracking Metrics account
Navigate to Settings
Navigate to Behaviors
Navigate to Softphone
Turn on the V2 Softphone toggle
Save your changes
Step 2: Switch to CTM Version 2 in Dazos CRM
Log in to Dazos CRM
Go to Settings → CRM Settings
Go to Integrations → VOIP Settings
Select Use CTM Version 2
Click Save to apply the changes
Verification / Expected Result
After completing both steps, your team will be using the CTM V2 Softphone experience, which is built on WebRTC and supports single sign-on and integrations with tools like Salesforce.
⚠️ Important: Both settings (CTM and Dazos CRM) must be configured for the upgrade to work properly. Changing only one setting will not complete the upgrade process.