After you have downloaded the smrtPhone Mobile App, you have two options for logging in: using your smrtPhone account email/password, logging in with your Podio credentials, or logging in with Salesforce credentials.

smrtPhone Credentials

To log in to the mobile app using your smrtPhone account email and password, simply enter them at the prompt.

It is not a requirement to have a Podio/Salesforce user account to be a user of smrtPhone (the Account Owner must have a CRM account and the smrtPhone account must be tied to a CRM.) smrtPhone users who do not have user access to their company's CRM must use this option.

Podio Users

To log in using your Podio credentials, use the email and password you use to log in to Podio.

Salesforce Users - how to create smrtPhone login credentials

If you are a user of Left Main, you must create smrtPhone credentials and sign in to the Mobile app using those.

Login to the smrtPhone Web App using Login with Salesforce.

From within the smrtPhone Web App, your account settings are accessible from the menu in the upper right corner.

On the “General Tab”, you can use the Change Password feature to create smrtPhone login credentials.

You can then use these to login to the Mobile App.

Selecting an Organization

After you have logged in, if you are a member of multiple smrtPhone accounts, you will chose which account you want to use.

You may only use one account at a time in the mobile app, but you may switch between accounts under Settings.

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