Advice and answers from the smrtPhone Team

Getting Started with smrtPhone

All the basics for new users of smrtPhone and smrtDialer

6 articles in this collection
Written by Tudor Deak and Ellen Sluder

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.

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

Setting up smrtPhone Standard and smrtPhone Pro Features

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

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18 articles in this collection
Written by Tudor Balescu, Tudor Deak, Jordan Samuel Fleming and 1 other

Flow Builder - Handling Incoming Calls and Texts

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

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11 articles in this collection
Written by Ellen Sluder, Jordan Samuel Fleming, Georgiana Mirita 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.

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

Using the Mobile Apps

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

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

smrtDialer - Setup

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

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17 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.

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

smrtLeads - BETA

Lead Management - DNC Scrubbing, Skip Tracing, and Dial Lists for smrtDialer

8 articles in this collection
Written by Georgiana Mirita

KPI Reports

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

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.

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23 articles in this collection
Written by Tudor Deak, Jordan Samuel Fleming, Kyle Perry and 1 other

FAQs

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

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

Troubleshooting

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

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

Security & Compliance

smrtPhone Trust Center & communications regulations

16 articles in this collection
Written by Ellen Sluder and Georgiana Mirita

Salesforce Guides

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

23 articles in this collection
Written by Ellen Sluder and Georgiana Mirita

InvestorFuse Guides

How-to guides that are specific to our integration with InvestorFuse (IF3)

6 articles in this collection
Written by Georgiana Mirita

Billions Beta Guides

For BETA users of Billions CRM. Setup instructions, beginner smrtPhone guides

9 articles in this collection
Written by Georgiana Mirita

smrtPhone Cloud Phone System

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35 articles in this collection
Written by Tudor Deak, Ellen Sluder, Tudor Balescu and 2 others

Citrix Podio Guides

Unique/specific how-to guides related to our integration with Citrix Podio

1 article in this collection
Written by Ellen Sluder