Setting up smrtPhone Standard and smrtPhone Pro Features

Learn more about how to configure your account, manage key features, and administrate smrtPhone

Jordan Samuel Fleming avatar Tudor Deak avatar Tudor Balescu avatar +2
46 articles in this collection
Written by Jordan Samuel Fleming, Tudor Deak, Tudor Balescu and 2 others
Account Settings & General Setup

smrtPhone Overview - Account Settings

You will learn more about the Admin Panel and Admin settings present inside smrtPhone
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Written by Tudor Balescu
Updated over a week ago

User Settings - How to Configure

Learn how to modify the access and control your Users have within your smrtPhone account.
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Written by Georgiana Mirita
Updated over a week ago

How to receive incoming calls and texts

Some setup is required to get notified of incoming calls and SMS/MMS
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Written by Ellen Sluder
Updated over a week ago

Intro to Call Recording

Better understand how to set up and manage inbound and outbound call recording.
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Written by Georgiana Mirita
Updated over a week ago

How to Manage Recording Storage

How to View and Manage your Call Recording Storage
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Written by Tudor Balescu
Updated over a week ago

How to change your Timezone in smrtPhone

Learn how to change your timezone in order for it to match your location
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Written by Tudor Balescu
Updated this week

smrtPhone Admin - Addresses

Certain country regulations require company addresses to complete phone number purchases. (Not currently in the U.S.)
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Written by Tudor Deak
Updated over a week ago

smrtPhone Overview - Logs Call & SMS Logs (texts)

How to use the smrtPhone web app to look at your Call and Text (SMS/MMS) activity for any given month
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Written by Tudor Deak
Updated over a week ago

How to upload contacts to smrtPhone

smrtPhone pulls your contact lists from your CRM (Podio or Salesforce) and syncs automatically
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Written by Ellen Sluder
Updated over a week ago

Verified Caller ID

An alternative to porting, verified Caller ID allows limited use of a non-smrtPhone number from within the system.
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Written by Tudor Deak
Updated over a week ago

How to enroll into the Beta Program

By enrolling into the Beta program, you will enable all the beta features
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Written by Tudor Deak
Updated over a week ago

Salesforce Users: Create custom call dispositions in smrtPhone

Add personalized statuses to phone calls with custom buttons in your smrtPhone dialers
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Written by Georgiana Mirita
Updated over a week ago
User & Group Management

How to add new users to smrtPhone

A quick guide on what to do when your team grows and you need to add new Users to your smrtPhone account.
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Written by Jordan Samuel Fleming
Updated over a week ago

Customize User permissions

There are over a dozen individual permissions you can assign users that give you flexibility in managing your smrtPhone system
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Written by Jordan Samuel Fleming
Updated over a week ago

How to set up a default Caller Id for your agents

Learn how to define a default Caller ID for your agents
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Written by Tudor Balescu
Updated this week

How to use Sticky Caller ID

How to enable and set up Sticky Caller ID inside smrtPhone
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Written by Tudor Balescu
Updated over a week ago

What is a "Group" and how can they be used?

Match users together by expertise (such as sales or billing) to power better handling of incoming calls, texts, and voicemails.
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Written by Jordan Samuel Fleming
Updated over a week ago

How to manage users and groups

Explore smrtPhone Users section and how you can best control and manage users
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Written by Tudor Deak
Updated over a week ago

How to remove users from smrtPhone

You can easily delete users from the company's smrtPhone account
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Written by Jordan Samuel Fleming
Updated over a week ago

How to Change Account Owner

Only a current Account Owner can select their successor
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Written by Ellen Sluder
Updated over a week ago

Podio Users: What will your users see if you invite them by Podio?

Demonstrating what a User will see/receive when you invite them using Podio and how they can accept the invitation.
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Written by Jordan Samuel Fleming
Updated over a week ago

Podio Users: What is the difference between a user invited by Podio and one by Email?

Understand the difference between a user invited by Podio and one by Email.
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Written by Jordan Samuel Fleming
Updated over a week ago