As a REISift user with granted permissions or as an Account Owner, you can customize settings related to the integration between smrtPhone and your REISift CRM.

These settings, even if they were established when first set up the account, are customizable at any point by the Account Owner (or user with permissions) by accessing the smrtPhone Dashboard > Admin > REISift Setup.

Here you can see your API Key, being the first displayed field. An API Token is useful when speaking about integrations, for example. You can change this unique key by pressing the green button Change API Key.

In the second field, you can see all the Contacts associated with the account.

The third field is dedicated to Call Statuses.

Your account comes with all Call Statuses set on Default. You can customize your call statuses for both Inbound and Outbound Communication. Calls can be marked with one of these custom statuses that you personalized here and you can add up to 10 call statuses to meet your needs.

You choose whether to use Custom and Predefined Call Statuses or just the Custom ones by toggling On/Off the Predefined Statuses option on this page. This page is only available to Account Owners and users with granted permissions for the CRM Page Setup.

If you decide not to create any customized statuses, the system will display only the default ones.

Learn more about customizing Call Statuses from smrtPhone Dashboard ⇢

And last but not least, you have on the right part of this page integration logs.

See errors and issues that might occur related to smrtPhone attempting to push information into REISift.

REISift Errors (if any) are listed here for you to help identify issues with the REISift setup that affect the smrtPhone integration. We list these errors for you to better understand and identify what could have been missed or wrong with a call/text message due to automation in your system.

If you have any concerns about REISift Errors, do not hesitate to reach out to our Support Team on Live Chat.