All Collections
smrtPhone - Your CRM customization
Create Custom Call Statuses in smrtPhone
Create Custom Call Statuses in smrtPhone

Add personalized statuses to phone calls with custom buttons in your smrtPhone dialers.

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

Call Statuses can help you finalize a call from any of the smrtPhone manual dialers, allowing you to mark a communication status so you know what the next steps for follow-up should be. They help you track the effectiveness of your calls and feed into reporting.

Please keep in mind that call statuses are not action buttons, and will not trigger workflow or Webhooks; They only set a status for the call for your records.

Salesforce, InvestorFuse, Forefront, and REISift users can now customize the call statuses that appear in the Web App, Chrome Dialer, Mobile App, and Salesforce CTI Dialer.

Customizing your call status options in smrtPhone's is easy! Here are step-by-step instructions for:

Where to find Call Statuses in smrtPhone

There are a few steps needed for call statuses to work properly and it all starts on the smrtPhone Admin Panel:

  1. Access the Dashboard/Web App

  2. Click on the Admin section of the left navigation

  3. Go to your CRM Setup

  4. Find the Call Status section

*Disclaimer: The image above displays the Salesforce Setup label. It is in the same location for all the other integrated CRMs, except Podio.

Please keep in mind that this setup is only available for the Account Owner!

Creating Call Statuses

Now starts the fun part: creating call statuses for your calls. You can have different call statuses for Outbound and Inbound calls.

To add a new one, type in the new name and press the blue plus "+" button to add it.

To delete a call status, click on the gray "X" button on the right.

You can add up to 10 call statuses each for incoming and outgoing calls.

Customizing Call Statuses Display

You can customize how the Call Statuses appear in your smrtPhone dialers, including color of the button, display name, order, and deleting unnecessary ones.


Use different colors - for better visual recognition of the call status. The buttons in the smrtPhone dialer will correspond to what you select here. You can change the color at any time.


Re-order the call statuses as it makes sense for your call strategy. For example: put the most used statuses first on the list. Simply grab the status by the left side and drag it to the preferred position.

You can also use the arrows to move them up and down one space at a time.


Re-name a call status if you change your mind - just press the pen icon and edit. The red X will cancel the renaming and the green check will confirm the new name.


Delete a status when you don't need it anymore using the "X" button next to the color box. You will receive a warning notice to ensure that you really want to remove the Call Status

When you delete a call status, the tag on past voice calls does not disappear. The calls that had been tagged that call status will keep the same language, but the color turns grey in recent call logs within the dialers.

How Call Statuses appear in action

Finalizing a Call

When you complete a call - incoming or outgoing - after the call disconnects, you are prompted to "Finalized Call" from within the dialer window. It is here that you will be able to see and select your custom call status.

Recent Calls

Your call statuses are shown in your recent call lists in the smrtPhone dialers.

If you do not customize any call statuses, the system will use default call statuses.

If you changed any status in your settings, it will be still present in recent calls logs, but now with grey instead of the original color. The button will no longer appear when finalizing a call.

Only active statuses are shown in color, as you can see in the image below, which helps you keep track of current and used status filters.

Salesforce Users - In your CRM

These call statuses can be followed and seen when you check in Tasks.

InvestorFuse Users - In your CRM

These call statuses can be seen in your Communication & Logs:

Call Statuses in smrtPhone KPI Reports

Your statuses will appear in your smrtPhone KPI Reports, accessible from the left navigation of your smrtPhone dashboard. You can see calls by Call Statuses under both Activity Reports and Team Performance.

Deleted call statuses will appear in KPI reporting depending on the timeframe you choose. They will appear for when it was active and will not appear moving forward.

Note: If you create and name a Call STttus "DNC" (Do Not Call) please know that this filter does not trigger the action. To add a number to the DNC list, you have to use the "Actions" button, on the spot, in the Dialer, or add it manually from the Dashboard.

Learn more about:

Did this answer your question?