This article is for Salesforce, InvestorFuse, REISift & Forefront Users. For Podio users, use this article for call status customization instructions >>

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.

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:

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

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

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.

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

COLOR

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.
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CHANGE ORDER

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.
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RENAME

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

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.

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.

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.

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

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

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.