The smrtPhone Chrome Extension is a powerful tool to unlock efficiency by minimizing clicks, giving quick access to call/text, and putting all the information you need at your fingertips.
How to Install the smrtPhone Chrome Extension:
Visit the Chrome Web Store by clicking this link or through the icon on your smrtPhone dashboard.
Click the blue "Add to Chrome" button
At the prompt, confirm you would like to Add Extension.
Click the Chrome Extension puzzle piece icon 🧩 in the upper right of your browser window to pull down the list of your available extensions.
Click the white pin 📌 next to "smrtPhone - Chrome Dialer" so it fills in blue. This will pin the extension to your visible extensions menu.
Don't forget to give the Chrome Extension access to your microphone 🎤 or else no one on the calls will be able to hear you!
Refresh your CRM Dashboard, and you will see that the call button next to phone fields now says "Call | Text with smrtPhone" - with one-click, you can dial that phone number directly from the contact record or open a dialogue box to craft and send a text message.
❗ Note: You may have to restart Chrome for full effect (chrome://restart).
Next Steps: Customizing your Chrome Extension Settings