Recent Calls Overview Screen
Open the smrtPhone Mobile App. The first tab on the lower menu of the smrtPhone Mobile App is Recent Calls.
This will show you a list of inbound and outbound calls. They are marked with symbols to help make the nature of the call more visible.
Next to the symbol, there is written the nature of the call (Missed, Outgoing, or Incoming) and also the Status (Answered, Busy/ No answer, or other call statuses you have available).
Orange Phone icon with an arrow to the right - Outbound/Outgoing call
Green Phone icon with an arrow to the left Inbound/Incoming call
Red phone icon with a blocked arrow - Call did not connect/missed call
(Disclaimer: this video does not show the Video call function but you can find the information within our Help Center)
Recent Call Quick Actions
There are 4 icons under each call record, available by clicking the contact's name. Each of these allows you to make a specific action for that recent call item.
ππ Green Phone button initiates a call to that phone number
ππ¬ Blue Text button is for text messages. If you click that, it will open the Compose screen for a text message to that phone number. The text messages will be automatically logged in your CRM.
ππ₯ Purple Camera button allows you to start a video call.
ππ Yellow Notes button is to add call notes to the recent call, which will be automatically updated to your CRM.
π©Ά βΉοΈ Grey Info button allows you to see Contact information, re-syncing it, view it in your CRM, and also Call or Text. Moreover, here you can also rename contacts.
If the number has not yet been saved, this will show up in your Recent Calls, and you can press the Yellow button and just add it to your Contacts.
+Update call button allows you to add call statuses for outgoing and answered calls and to take action (Mark as DNC/Spam) for all calls.
For iOS users, smrtPhone recent calls appear in iPhone recent call log, and you can redial with smrtPhone.
Last but not least, from the Recent Call tab, you can initiate a video call with the contact you selected. See how Video Call works β’