You need accurate call volume reporting for executives or management

You're troubleshooting discrepancies between expected call counts and report data

You want to track first-time callers specifically

You need to differentiate between actual calls taken and new leads created

Shows when a call creates a new record in your CRM

Counts only calls that result in new lead generation

Does not reflect total number of calls handled by each rep

May show lower numbers than expected call activity

Pulls data directly from CTM call logs

Shows every call taken, regardless of whether it created a new lead

Provides accurate representation of total call handling activity

Reflects the true volume of calls processed by each rep

CTM tags or fields can be mapped directly to Dazos

Data flows through the integration in real time

Reports update automatically when CTM applies the first-time caller designation

Requires identifying the exact field name or tag used in CTM

Add a "Caller Type" picklist field to your Leads module

Include values like "First Time Caller," "Family Member," "Existing Patient," etc.

Staff selects the appropriate category during call intake

Reports can then filter specifically for "First Time Caller" entries

Any tags or fields applied in CTM can be mapped to update Dazos automatically

Changes in CTM trigger immediate updates in CRM reports

Custom fields in Dazos can be populated either automatically (via CTM mapping) or manually by staff

Understanding CTM Webhook Triggers: Immediate Lead Creation vs. Call-End Updates

CTM Integration Call Logging: Inbound and Outbound Calls

Understanding CTM Webhooks: Record Creation vs. Record Update