How to Make a Call With Dialer 2.0

Some great new options now available include:

  1. Easier unified search

  2. New streamlined Visuals while on a call

  3. Access to edit key call data from inside smrtPhone

To make a call, you can search for a contact name (synced from your Podio CRM), an agent/coworker name, or by entering a numeric phone number.

As you type, smrtPhone will begin to present options, narrowing them down as you complete more information in the field. Once you find the contact you're looking for, click on it. You will see all of the phone number options you have for that person. You can view their record in Podio or you can refresh the Podio contact to make sure you have the most recent contact data available.

When you see the contact number you want, click the phone icon 📞 to dial it.

Once a call is connected, more options become available:

  • Call quality issues will display (if they are an issue)

  • The Podio image will display

  • From the three dots in the upper right, you can:

    • Mark as Spam

    • View Call in Podio

    • View Contact in Podio

    • Update Contact

  • Enter call notes

  • Place the call on mute

  • Dial the keypad (if you encounter an IVR menu)

  • Cold Transfer

  • smrtPhone Pro Features:

    • Warm Transfer

    • Conference Call / Add Call

    • Hold button

Once the call is complete you will see the small summary:

  • Edit or complete notes

  • Select a call disposition to finalize call

How to Sent a Text with Dialer 2.0

To send a text with the smrtPhone Dialer - click the Dialer open. Search for a contact name or click the Message button - from the next screen, you will be able to compose a message and send it.

Note: Below the text box it will tell you how many characters are being used in the text. Each text message is billed per 140 characters. A longer message will be sent as a single message, however, it will be billed as two messages.

More articles about Dialer 2.0:

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