Carrot CRM users (with appropriate user permissions in your smrtPhone account) can customize settings related to the integration between smrtPhone and the CRM.
Settings are found on the Dashboard > Admin Tab > Carrot Setup.
Here you can:
See the Team inside Carrot associated with this smrtPhone account
Decide if you can create new opportunities from unknown calls by toggling on/off
See the total number of Contacts synced between the systems
Set custom call statuses for smrtPhone
View any integration syncing errors
If you have any concerns about Carrot CRM Errors, do not hesitate to call our Development Team or contact our Support Team on Live Chat.
