Your CRM Setup setting can be found on the smrtPhone Dashboard, under your Admin Tab:
However, only the Account Owner and those users with appropriate Account Management Permissions have access to these settings.
'CRM Setup' setting offers options like:
๐ For Podio Users:
Change your contact app or reinstall your communication app
Switch the Organization
Resync leads
See all here: Podio Setup >>
โ For Salesforce Users:
Determine if leads are created for Unknown Callers, autocomplete Tasks or relate them to Opportunities
Resync contacts
Set call statues
View integration syncing errors
See all here: Salesforce Setup >>
๐ For InvestorFuse Users:
See the Team inside InvestorFuse associated with this smrtPhone account
See the total number of Contacts and decide if new opportunities are created
Set call statuses for smrtPhone
View integration syncing errors
See all here: InvestorFuse Setup >>