There might be many reasons for you to need to use the Setup Page. From changing contacts apps to customize call statuses. Find your CRM Setup page heading to 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 Options:
🌐 Podio
🌐 Podio
Change your Contact App or reinstall your Communication App
Switch the Organization
Resync leads
Resync hooks
See all here: Podio Setup ⇢
☁️ Salesforce
☁️ Salesforce
Determine if leads are created for Unknown Callers, autocomplete Tasks, or relate them to Opportunities
Resync contacts
Set call statuses
View integration syncing errors
See all here: Salesforce Setup ⇢
🏔️ InvestorFuse
🏔️ InvestorFuse
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 ⇢
🟧 Forefront
🟧 Forefront
Change API Key
See errors
Customize call statuses
⬆️ Realeflow
⬆️ Realeflow
See organization's ID
Resync contacts
Customize call statuses
See potential errors
📼 Tape
📼 Tape
Reconfigure the Contacts App
Reinstall Comm App
Switch organization
Resync contacts
Map users
See all here: Tape Setup ⇢
ℹ️ Invelo
ℹ️ Invelo
Change API Key
See potential errors
Resync contacts
Customize call statuses
🏘️ REI Software
🏘️ REI Software
See organization's ID
Resync contacts
Customize call statuses
See potential errors
🥕 Carrot
🥕 Carrot
See the Team (inside your CRM) 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: Carrot Setup ⇢
📊 GoHighLevel
📊 GoHighLevel
Determine if leads are created for Unknown Callers
Resync contacts
Map users
Set call statuses
View integration syncing errors
