1. Open the App
To make a call with the smrtPhone Mobile App, you first have to open the app.
2. Select Dial
Press the Dialer button from the lower menu. It looks like nine dots stacked together.
3. Select how you want to dial
Choose whether you'd like to type in the phone number or search your contacts.
If you choose Dial Number from the top of the Dialer screen, a keypad will appear. You can dial a number and press the blue phone button to call it, or you can press the envelope button at the bottom right to compose a text message.
If you choose Search Contact, you will be diving into the database of contacts synced from the linked CRM account.
Type the person's name. The app will automatically begin to populate based on the characters that are entered. Keep typing to narrow the list.
Scroll to the person you want to call. Click on their name and you will be presented with a list of the numbers you have in their contact record. Select the number you'd like to call and then press the phone icon to dial it.
You can also dial any click-to-call number from mobile browser using smrtPhone. (At this moment, this feature is only available for Android users).
4. Use Keypad if Needed to Navigate an IVR
Once a number is dialed, if you need the keypad to dial an extension or enter a menu option, you can press the keypad icon.
5. Enter call notes
Once a number is dialed, you will be able to enter call notes by pressing the Notes icon.
6. Finalize the a call
Once a call is ended, you will be able to select the outbound statuses that are configured in your smrtPhone account. The call dispositions help you to keep a clear track of calls.
Once you've made a call, it will immediately appear in your Recent Calls list and be automatically logged in to your CRM system.
Note: for iOS users - you can swipe left to exit call.