Call Tracking Metrics Sales Operations

INTERNAL USE ONLY

All sales agents now dial a single shared number to reach each demo tenant. A voice menu routes the call, so pressing 1 for Admissions sends it straight to the Admissions queue in the CRM.

Audience: All Sales Agents working Episode Demo, Recovery Haven, or Kipu Recovery Center demo calls.

Quick Reference

Save this table and use it on every demo call.

	Episode Demo	Recovery Haven	Kipu Recovery Center
Demo line	[phone]	[phone]	[phone]
Voice menu	Press 1 for Admissions	Press 1 for Admissions	Press 1 for Admissions
Softphone	Sign in to answer your own call	Sign in to answer your own call	Sign in to answer your own call

Note: The Episode Demo and Recovery Haven tenants share a single number pool. Either number reaches both tenants; the voice menu routes the call from there.

Step-by-Step Instructions

Follow these steps on every demo call.

1. Dial [phone] or [phone] for Episode Demo and Recovery Haven, or [phone] for Kipu Recovery Center.
2. Listen for the voice menu. You'll hear a short recorded greeting with menu options.
3. Press 1 for Admissions. This routes your call into the Admissions queue and adds it to the CRM Call Queue.
4. Answer the call. If you're signed in to the Softphone, the call rings to you directly.
5. Onboarding a new sales rep? Create a CTM user account for them. There are no tracking numbers to purchase or assign.

Why We Made This Change

Click on the header to expand each reason.

• Most clients route inbound calls through a voice menu before the call reaches an admissions queue. Demoing in the same setup helps potential clients relate to the product and understand its capabilities more quickly.
• Non-Admissions calls used to clutter the CRM Call Queue, creating noise and extra work for agents. Routing every call through the voice menu first means the queue only shows calls that matter.
• Each tenant now uses one number. There's no number purchasing and no reassigning numbers between reps. When a new agent joins the team, create a CTM user account, and they're ready to take calls. Onboarding is faster, training is cleaner, and the process stays consistent across the team.

Questions? Contact Phillip Smith ([e-mail]).