Go to smrtPhone

Advice and answers from the smrtPhone Team

Getting Started with smrtPhone

All the basics for new users of smrtPhone and smrtDialer

Ellen Sluder avatar Tudor Deak avatar
5 articles in this collection
Written by Ellen Sluder and Tudor Deak

Starting your smrtPhone Trial

Learn more about how to setup a smrtPhone Trial and connect to your Podio CRM, the limitations of a trial and how to activate a full account.

Tudor Deak avatar Ellen Sluder avatar
4 articles in this collection
Written by Tudor Deak and Ellen Sluder

Setting up smrtPhone Standard and smrtPhone Pro Features

FOR ADMINS: Learn more about how to configure your account, manage key features, and administrate smrtPhone

Tudor Balescu avatar Tudor Deak avatar Georgiana Mirita avatar +2
44 articles in this collection
Written by Tudor Balescu, Tudor Deak, Georgiana Mirita and 2 others

Flow Builder - Handling Incoming Calls and Texts

How to manage the routing of calls and SMS text messages in your organization

Tudor Deak avatar Ellen Sluder avatar Jordan Samuel Fleming avatar +1
20 articles in this collection
Written by Tudor Deak, Ellen Sluder, Jordan Samuel Fleming and 1 other

How to use smrtPhone

FOR USERS: How to use smrtPhone on a day-to-day basis. These are user guides, not setup and administrator guides.

Tudor Deak avatar Tudor Balescu avatar Ellen Sluder avatar +2
24 articles in this collection
Written by Tudor Deak, Tudor Balescu, Ellen Sluder and 2 others

Salesforce Guides

For users of Left Main powered by Salesforce. Setup instructions, beginner smrtPhone and smrtDialer guides, and troubleshooting

Ellen Sluder avatar Georgiana Mirita avatar
21 articles in this collection
Written by Ellen Sluder and Georgiana Mirita

Using the Mobile Apps

How to use the iOS and Android Apps, basic troubleshooting and guides.

Ellen Sluder avatar Jordan Samuel Fleming avatar
14 articles in this collection
Written by Ellen Sluder and Jordan Samuel Fleming

smrtDialer - Setup

FOR ADMINS: Learn more about how to configure smrtDialer, how to manage key features, set up campaigns and control your seat count.

Ellen Sluder avatar Tudor Deak avatar Georgiana Mirita avatar +2
14 articles in this collection
Written by Ellen Sluder, Tudor Deak, Georgiana Mirita and 2 others

smrtDialer - How to use

FOR USERS - How to use smrtDialer to dial campaigns. These are user guides.

Ellen Sluder avatar Georgiana Mirita avatar Tudor Deak avatar
12 articles in this collection
Written by Ellen Sluder, Georgiana Mirita, and Tudor Deak

KPI Reports

Find data and insights that improve your decision making to make you more efficient and more profitable

Ellen Sluder avatar Tudor Deak avatar
7 articles in this collection
Written by Ellen Sluder and Tudor Deak

Sales, Billing & Pricing

Learn more about how smrtPhone pricing works and get answers to frequent questions about billing.

Tudor Deak avatar Jordan Samuel Fleming avatar Georgiana Mirita avatar
21 articles in this collection
Written by Tudor Deak, Jordan Samuel Fleming, and Georgiana Mirita

FAQs

A curated list of the most commonly asked questions by smrtPhone customers

Tudor Deak avatar Georgiana Mirita avatar Ellen Sluder avatar
38 articles in this collection
Written by Tudor Deak, Georgiana Mirita, and Ellen Sluder

Troubleshooting

Read up on common ways that your system may not be working as expected and how to fix them.

Tudor Deak avatar Ellen Sluder avatar
10 articles in this collection
Written by Tudor Deak and Ellen Sluder

Security & Compliance

smrtPhone Trust Center & communications regulations

Ellen Sluder avatar Georgiana Mirita avatar
17 articles in this collection
Written by Ellen Sluder and Georgiana Mirita

InvestorFuse Beta Guides

For BETA users of InvestorFuse3. Setup instructions, beginner smrtPhone guides

Georgiana Mirita avatar
5 articles in this collection
Written by Georgiana Mirita