Making a Phone Call
Whether you call it Web App dialer, regular dialer, or manual dialer, you can make a phone call by searching for a contact's name (synced from your CRM), an agent or coworker's name, or by entering a numeric phone number.
As you type, smrtPhone starts presenting 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 your CRM or you can refresh the CRM contact to update and include 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 be displayed (if they are an issue)
🌐 For Podio Users: The Podio image will display
From the three dots in the upper right, you can:
Mark as Spam - Placing them on your blocked list
View Call in CRM
View Contact in CRM
Rename Contact
Enter call notes
Place the call on mute
Dial the keypad (if you encounter an IVR menu)—you can use your mouse to select your option or use your keyboard to type the option.
Cold Transfer
smrtPhone Pro Features:
Warm Transfer using Add Call
Conference Call using Add Call
Hold button
Once the call is complete, you will see the following small summary:
Edit or complete notes
Select a call status to finalize the call
Additionally, the dialer can be moved around the page to view all the necessary information, and it also collapses during calls if needed. If you need to move it and leave it in a different location than where it was first shown, you can go to Settings in your dialer and toggle on Persist Position.
This means that whenever you open the dialer again, it will appear in the last place you placed it on your dashboard. You can toggle it off at any point, and then the dialer will open up in its designated spot.
Shutting Down Sessions
Please be aware that if you try to migrate to another tab from the Dashboard that has no dialer option, you will get a notice, and you can choose to hang up the call and head to that tab or to continue the phone call and chase the tab later.
You can also duplicate the smrtPhone tab if you think you need to be in more than one place at the same time. Keep in mind that you can only use the dialer one tab at a time.
Send a Text with smrtPhone Dialer
To send a text with the smrtPhone Dialer, click the Dialer icon. 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.
Below the text box, you will see how many characters are being used in the text. Each text message is billed per 160 characters. A longer message will be sent as a single message; however, it will be billed as two messages.
