Here is a simplified map of all things smrtDialer, from customizing to using it.
Basic Knowledge about smrtDialer
smrtDialer - your Power Dialer | |
Basics | |
Campaign Customization | |
How to Best Use Your Power Dialer | |
Podio Users | |
Salesforce Users | |
InvestorFuse Users | |
REISift Users | |
Forefront Users |
smrtDialer Setup by CRM
Podio | Salesforce | InvestorFuse | REISIft | Forefront |
smrtDialer Customization - Required for all CRMs
Campaign Creation | |
Call Monitoring | |
Seats | |
Permissions |
Types of smrtDialer Campaigns
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 to see smrtDialer Leads in your CRM
Where your leads live after you successfully run a smrtDialer Campaign (Excel or CRM-based) depends on your integration.
Podio | Salesforce | InvestorFuse | REISIft | Forefront |
Organization, Workspace, and App you configured | Opportunities, Leads, Contacts, or Accounts | Opportunities | Records
| Contacts |
Other Features from smrtDialer
Feature / Option | Podio | Salesforce | InvestorFuse | REISIft | Forefront |
Resync | Yes | Yes | Yes | No | No |
Push to CRM | Yes | Yes | Yes | No | Yes |
Change status | Yes | Yes | Yes | No. | Yes |