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.
Currently integrated CRMs can customize the call statuses that appear in the Web App, Chrome Dialer, Mobile App, and Salesforce CTI Dialer.
Disclaimer: Except for Podio and Tape which can only customize the statuses from the CRM
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:
Access the Dashboard/Web App
Click on the Admin section of the left navigation
Go to your CRM Setup
Find the Call Status section
Disclaimer: The image above displays the Salesforce Setup label. It is in the same location as all the other integrated CRMs, except Podio and Tape
Please keep in mind that this setup is only available for the Account Owner and granted permissions users!
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 ✖️ 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.
🎨 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.
🔢 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.
📝 Rename
Rename 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.
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.
Call Statuses in your CRM
Salesforce
Salesforce
These call statuses can be followed and seen when you check in Tasks.
InvestorFuse
InvestorFuse
These call statuses can be seen in your Opportunities:
REISift
REISift
REISift users can find the logs in Records > under Activity Log
Forefront
Forefront
Forefront Users can find logs in Comms, Leads, and Contacts sections.
Realeflow
Realeflow
Realeflow Users can find the logs under Contacts > Item > Activity.
Tape
Tape
Tape Users can find their logs in the Communication App. Click on your Record of interest, and you will see all the information available.
Invelo
Invelo
Invelo Users can find their logs in the Contacts and Property tabs.
If you want to check the logs in your CRM, head to Contacts or Properties, click on the contact you are interested in and you will find 3 useful tabs:
Activity - All Contact's history inside the CRM
SMS Logs
Call Logs
However, at this moment during our integration, Call Statuses and Call Notes are not yet visible in your CRM. You can find them in your smrtPhone account, but not yet in CRM 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.
Note: If you create and name a Call Status 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.
