While you are on an active call in the smrtPhone Web Application Dialer, you have the option to flip directly to Podio and either view the call or view the lead. Simply click the three dots () next to the contact name/phone number.

When you click the 3 dots to open the menu you get :

  • Mark as Spam - will add the number to your Spam List

  • View Call in Podio - will take you to your Communications App

  • Create Contact - an option that appears if the number is not in your Contacts App

  • View Lead in Podio - an option that appears if the contact is in your Contacts App

  • Update Contact - allows you to add the number to an existing contact in the Contacts App

This is what the menu looks like when the person you are on a call with is not in your Contacts App:

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