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Activate the Chrome Extension to Enable Click-to-Call in InvestorFuse
Activate the Chrome Extension to Enable Click-to-Call in InvestorFuse

How to customize your smrtPhone Chrome Extension to fit your business needs

Georgiana Mirita avatar
Written by Georgiana Mirita
Updated over a month ago

Increase productivity with the smrtPhone Chrome Extension

With a properly installed and pinned smrtPhone Chrome Dialer, you can:

  • Click-to-call from within InvestorFuse

  • Answer an incoming call from any browser tab

  • Place a call from any tab

  • Send and receive an SMS/text message from any tab

If you are using the Chrome Dialer for your calls, you can also:

  • Have real-time access to all of your CRM contacts

  • Take call notes to sync with your CRM contact Activity stream

  • Set the call status

  • Finalize the call

  • Access your SMS and voicemail inbox - for individual and groups

  • Access your Recent Call log to easily return calls


How to Install the smrtPhone Chrome Extension

To install the smrtPhone Chrome Extension, follow these easy steps:

  1. Visit the Chrome Web Store at this link πŸ”—

  2. Click the blue Add to Chrome button

  3. At the prompt, confirm you would like to Add Extension

  4. When prompted by your Chrome Browser, grant access to your microphone

  5. Once the extension is installed, pin it to your browser window for maximum efficiency. Click the Chrome Extension puzzle-piece icon 🧩 in the upper right corner of your browser window to display a list of your installed extensions.

  6. Click the white pin πŸ“Œ next to smrtPhone - Chrome Dialer so it turns blue. This will pin the extension to your visible Extensions' menu.

extension

Now that the smrtPhone Chrome Extension is installed, pinned, and has access to your microphone for talking on your phone calls, you need to log in with your smrtPhone credentials.

This is how the Chrome Extension will look on your main page/any other page:

click to call in Investorfuse

You can also use the option click-to-call: if you click on the number visible under the Opportunity, the Extension will start a new call with that Lead.

click to call from Investorfuse

Keep in mind that the smrtPhone system was built to function best on the Google Chrome browser.

As for using the smrtPhone Chrome Extension, you must have previously purchased a smrtPhone number. The same principle applies to Mobile Apps.

πŸ’‘ Chrome Extension Settings β‡’

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