CallSource^® Aim Higher

How long do call recordings remain in the CallTrack system?

CallTrack call recordings are automatically erased after 30 days, unless you mark them to be saved. Once saved, they remain until you delete them.

Can I provision toll-free call tracking numbers myself?

Yes. If you haven’t already specified “self-provisioning” in your CallTrack Service Agreement, you will need to sign a self-provisioning addendum. In addition, you will need to complete a self-provisioning training class.

How do I save call recordings?

From the CallTrack reporting menu, run a Call Details report. Right click the yellow speaker icon and select Save.

How do I run a CallTrack report that includes multiple ad sources?

While pressing the “Ctrl” key, click the ad sources you wish to include in your CallTrack report.

Can I sort campaigns by "ad source" instead of "campaign name?"

There is no issue if ad source and campaign name are the same. However, if you have assigned a campaign name that is different from the ad source, the system will recognize the campaign name. To sort by ad source after you have already created a campaign name, you will need to clear the campaign name field, save, and click "manage campaign list by Ad Source."

What does it mean when a call tracking number is in “referral” status? How long is the referral period?

After you terminate your call tracking service, rather than allowing any residual calls to fail, a CallSource recording refers callers to reach you on your local number. The standard referral period is 30 days. During the referral phase, there is no call recording or CallTrack reporting. 

In CallTrack, what is an employee code? When do I enter it?

When you subscribe to CallSource call recording, each employee is issued a unique employee code. This allows you to identify your own call recordings without listening to every call. Employee code is entered, followed by the “#” sign, at the end of each call, after the caller hangs up.

"Remember Me" / "AutoComplete" Function are not Working for the "Client Login" / "Password"

Workaround Description:

• Select "Tools" from the toolbar in Internet Explorer 
• Choose "Internet Options" from the drop down list 
• Select the "Content” tab from the pop up window 
• Locate the section labeled "AutoComplete" 
• Click the "Settings" button 

In next pop up window, place a check mark in the box next to each of the following fields:  "Forms" 

• "User names and passwords on forms" 
• "Ask me before saving passwords" 
• Click the “OK” button to close the current pop up window 
• Click the “OK” button to close the original pop up window 

Need a login for your company university?

Please contact University Support at universitysupport@callsource.com

Trying to login to the Campus CallSource website?

Please contact CallSource Training at trainingadmin@callsource.com

Online course not showing completed?

Please contact University Support at universitysupport@callsource.com

Cannot print a certificate for a completed course?

Please contact University Support at universitysupport@callsource.com

Your company does not have a University?

Please contact CallSource Training at trainingadmin@callsource.com