What are my smrtDialer Capabilities?

Here is a simplified map of all things smrtDialer, from customizing to using it.

Basic Knowledge about smrtDialer

Information	Documentation Access Link
smrtDialer - your Power Dialer	Configure smrtDialer, how to manage key features, set up campaigns, and control your seat count
Basics	Basic description of the product
Campaign Customization	Learn how to build a campaign
How to Best Use Your Power Dialer	From accessing campaign to dialing one and other useful guides
Podio Users	Best Practice Guides for Setting Up smrtDialer with Podio
Salesforce Users	Best Practice Guides for Setting Up smrtDialer with Salesforce
InvestorFuse Users	Best Practices Guides for Setting Up smrtDialer with InvestorFuse
REISift Users	Best Practices Guides for Setting Up smrtDialer with REISift
Forefront Users	Best Practices Guides for Setting Up smrtDialer with Forefront
Realeflow Users	Best Practices Guides for Setting Up smrtDialer with Realeflow
Tape Users	Best Practices Guides for Setting Up smrtDialer with Tape

Requirement	Information Access Link
Campaign Creation	Depending on your integration
Call Monitoring	This is a Pro Feature offered by smrtPhone
Seats	It is up to you who fills your seats. You can rotate Users
Permissions	Without permission, an agent cannot run a campaign

There are two types of smrtDialer Campaigns.

Depending on your integration, you can either create a smrtDialer Campaign based on an Excel upload, a CRM-based one, or both.

Where your leads live after you successfully run a smrtDialer Campaign (Excel or CRM-based) depends on your integration.

CRM	Leads in the CRM	Useful Link
Podio	Organization, Workspace, and App you configured	More information
Salesforce	Opportunities, Leads, Contacts, or Accounts	More information
InvestorFuse	Opportunities	More information
REISift	Records	More information
Forefront	Contacts	More information
Realeflow	Contacts	More information
Tape	Organization, Workspace, and App you configured	More information

Feature/ Option	Resync	Push to CRM	Change Status
Podio	Yes	Yes	Yes (smrtDialer >Setup)
Salesforce	Yes	Yes	Yes (smrtDialer > Setup)
InvestorFuse	Yes	Yes	Yes (smrtDialer > Setup)
REISift	No	No	No (Use default)
Forefront	No	Yes	Yes (smrtDialer > Setup)
Realeflow	No	Yes (automatically for each answered call - no button)	Yes (smrtDialer > Setup)
Tape	Yes	Yes	Yes (smrtDialer > Setu p)