All communication through smrtPhone is automatically synced with your Left Main CRM.

All of your Communication Logs live within the Tasks tab inside Left Main.

Any time you access a Lead, you will find recent calls in their Activity section.

When you select a recent call, you will see details in a Task Information window:

  • Duration of call

  • To/From phone numbers

  • Call notes/comments added during or after the call

  • The user who made the call

  • A link to the Call Recording

All of the Call Logs can be found inside your smrtPhone Account as well (accessible only to Administrators).

Also, from the Call Logs window, you can see the lead in your CRM. Simply click on "go to item" and it will lead you to that CRM item.

For further information regarding Call/Text logs, check out the general smrtPhone Documentation>>

Additional Learning

<< How to make and answer a phone call, using smrtPhone for Left Main Salesforce.

<< How to Send a Text Message, using smrtPhone for Left Main Salesforce.

<< How to read incoming text messages, using smrtPhone for Left Main Salesforce

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