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I can't Find my CRM Setup Setting
I can't Find my CRM Setup Setting

How to find the CRM Setup page

Tudor Deak avatar
Written by Tudor Deak
Updated over a week ago

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:

crm setup page

However, only the Account Owner and those users with appropriate Account Management Permissions have access to these settings.


CRM Setup Setting Options:

🌐 Podio

  • Change your Contact App or reinstall your Communication App

  • Switch the Organization

  • Resync leads

  • Resync hooks

See all here: Podio Setup β‡’

☁ Salesforce

  • 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 β‡’

🌌 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 β‡’

πŸ₯· REISift

  • Change API Key

  • See errors

  • Customize call statuses

See all here: REISift Page Setup β‡’

🟧 Forefront

  • Change API Key

  • See errors

  • Customize call statuses

⬆️ Realeflow

  • See organization's ID

  • Resync contacts

  • Customize call statuses

  • See potential errors

πŸ“Ό Tape

  • Reconfigure the Contacts App

  • Reinstall Comm App

  • Switch organization

  • Resync contacts

  • Map users

See all here: Tape Setup β‡’

ℹ️ Invelo

  • Change API Key

  • See potential errors

  • Resync contacts

  • Customize call statuses

πŸ’‘ Overview of Admin Dashboard β‡’

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