Before you can use smrtPhone, you need a smrtPhone account with an active subscription.

There are three paths you can take for this:

If you have an inactive/canceled smrtPhone account and want to use the same email address, you should follow Path 1.

Path 1 - You have an existing smrtPhone account and you want to move it over to work with Left Main/Salesforce

If you have an existing smrtPhone account you can move it over to work with your Left Main/Salesforce account. Please note: once you complete this step your smrtPhone account will no longer be connected to your Podio system and will only be connected to your Left Main/Salesforce account.

To move from Podio to Left Main/Salesforce:

  1. When logged into your smrtPhone account, copy and paste the following link into another tab in your browser: https://phone.smrt.studio/setup/connectCrm

  2. This will take you to the Connect CRM page. Select “Connect to Salesforce”. This will redirect you to login with your Left Main/Salesforce credentials.

  3. Once completed you will be connected to Left Main/Salesforce and no longer to Podio.

  4. Install the smrtPhone CTI dialer in to your Left Main. Follow these instructions>>

Path 2 - You have an existing smrtPhone account, but want to do a new account to test with Left Main/Salesforce

If you have an existing account with smrtPhone and want to create a new account to test with Left Main/Salesforce you can do so. Please note this will be a separate account completely and your numbers/call history/users will not carry over. (You can move numbers over to the new account from your old one at a later date if you wish, but it is not instantaneous and requires a request from support)

  1. Click on https://bit.ly/smrtPhone-LeftMain

  2. Fill in the form and click “Start Your Free Trial” at the bottom of the form.

  3. This will take you to the Connect CRM page. Select “Connect to Salesforce”. This will redirect you to login with your Left Main/Salesforce credentials.

  4. Once you have logged in you will be asked to select a plan and enter your credit card information (for usage and also for when you activate your subscription). This screen is also where you would enter any discount codes you may have received from Left Main.

  5. Install the smrtPhone CTI dialer in to your Left Main. Follow these instructions>>

  6. IMPORTANT: You will automatically be placed into a Trial Plan, which is a free 30 day subscription, but with limitations. If you want full use of smrtPhone, you must activate your subscription. Detailed instructions are available here>>

Path 3 - You do not have a current smrtPhone account and need to set up a new account

  1. Click on https://bit.ly/smrtPhone-LeftMain

  2. Fill in the form and click “Start Your Free Trial” at the bottom of the form.

  3. This will take you to the Connect CRM page. Select “Connect to Salesforce”. This will redirect you to login with your Left Main/Salesforce credentials.

  4. Once you have logged in you will be asked to select a plan and enter your credit card information (for usage and also for when you activate your subscription). This screen is also where you would enter any discount codes you may have received from Left Main.

  5. Now you can install the smrtPhone CTI dialer into your Left Main. Follow these instructions>>

  6. IMPORTANT: You will automatically be placed into a Trial Plan, which is a free 30 day subscription, but with limitations. If you want full use of smrtPhone, you must activate your subscription. Detailed instructions are available here>>

We recommend you familiarize yourself with the new user setup guide. It will provide guidance with activities such as: how to buy numbers, how to configure flows for inbound calls and text messages and how to manage users.

Next Steps: Install smrtPhone into your Left Main Account >>

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