Getting Contacts into smrtPhone
One way to get contact lists into smrtPhone is to simply upload them into your CRM.
smrtPhone is integrated with your CRM, and automatically syncs your Contacts - including into our Mobile App, so you can take your Contacts on the go!
Add a Contact From Within smrtPhone
You have the option on a live call to Add Contact to your CRM when you're using smrtPhone on your computer.
Click the 3 dots next to the caller ID on the dialer - while in a call or after the call - and then select Create Contact/Lead.
In the newly opened tab with the existing record for the caller, you can update the fields to include information, such as their name.
🌐 Podio Users: Important Information Regarding How to Load Contacts
Uploading a list into Podio
It's important that you load your contacts into the Workspace and Contact App associated with your smrtPhone account. You must have a unified phone number field to ensure all phone numbers are synced properly.
To see an example of uploading a contact list into Podio that we created for smrtDialer tutorial, click here⇢
When adding a Contact in smrtPhone, you must select the appropriate Workspace and Contacts App that is connected to your smrtPhone.
Creating a single new Contact in Podio
To create a single new contact record in the Podio Contact App associated with smrtPhone, simply click on the green Add Contact button and complete the fields. Once saved, it will sync with smrtPhone.
☁️ Salesforce Users
Salesforce Users add new leads from the navigation bar, by going to the Leads list view, and clicking New. For more information regarding this matter, please contact Salesforce.
🏔️ InvestorFuse Users
InvestorFuse Users add new leads to their CRM by going to Opportunities from the Dashboard and clicking on the blue ➕ dot to Create New Opportunity. For more information regarding this matter, please contact InvestorFuse.
🥷 REISift Users
REISift Users add new users to their CRM by accessing Phonebook > Add New Contact. For more information regarding this matter, please contact REISift.
🟧 Forefront Users
Forefront Users add new users to their CRM by accessing Dashboard > ➕ New Lead. For more information regarding this matter, please contact Forefront.
If you want to ensure transfer, re-syncing your smrtPhone Contacts from time to time is a great way to be certain all new Contacts are synced.
