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Setting up smrtPhone Standard and smrtPhone Pro Features
Setting up smrtPhone Standard and smrtPhone Pro Features
Learn more about how to configure your account, manage key features, and administrate smrtPhone
+2
46 articles in this collection
Written by
Jordan Samuel Fleming,
Tudor Deak,
Tudor Balescu
and 2 others
A simple initial setup of smrtPhone
This introductory How-To will help you get smrtPhone up and running in no time
Written by
Tudor Deak
Updated over a week ago
smrtPhone Overview - Admin Dashboard
In this video we will do a quick overview of the Admin Dashboard inside smrtPhone
Written by
Tudor Deak
Updated over a week ago
Account Settings & General Setup
smrtPhone Overview - Account Settings
You will learn more about the Admin Panel and Admin settings present inside smrtPhone
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.
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
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.
Written by
Georgiana Mirita
Updated over a week ago
How to Manage Recording Storage
How to View and Manage your Call Recording Storage
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
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.)
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
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
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.
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
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
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.
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
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
Written by
Tudor Balescu
Updated this week
How to use Sticky Caller ID
How to enable and set up Sticky Caller ID inside smrtPhone
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.
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
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
Written by
Jordan Samuel Fleming
Updated over a week ago
How to Change Account Owner
Only a current Account Owner can select their successor
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.
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.
Written by
Jordan Samuel Fleming
Updated over a week ago
Sending texts (SMS/MMS) using smrtPhone
How to text using smrtPhone
Sending and receiving text messages (SMS/MMS) requires a simple setup
Written by
Ellen Sluder
Updated over a week ago
Send automated texts from CRM using the SMS API and GlobiFlow (Citrix Podio Workflow Automation)
How to enabling sending texts from inside Podio
Written by
Tudor Deak
Updated yesterday
Sending/receiving MMS messages with smrtPhone
Texting images and viewing images with your smrtPhone system
Written by
Tudor Deak
Updated over a week ago
Phone Number Management
International phone numbers
How to unlock the ability to purchase or dial international phone numbers
Written by
Georgiana Mirita
Updated over a week ago
How to manage your phone numbers
View active phone numbers, add new numbers and remove phone numbers
Written by
Tudor Deak
Updated over a week ago
How to add a friendly name to your phone number
Differentiate your phone numbers by naming them respectively
Written by
Tudor Deak
Updated over a week ago
Can I use my existing phone number with smrtPhone?
How to port your current phone numbers to smrtPhone.
Written by
Tudor Deak
Updated over a week ago
How to remove a phone number
How to remove a phone number from your smrtPhone account?
Written by
Tudor Deak
Updated over a week ago
Buying a non-U.S. phone number
Different countries have varying requirements to secure a phone number, learn what you need to do to get one.
Written by
Ellen Sluder
Updated over a week ago
Voicemail Settings and Media Manager
How to set up Voicemail
In this video you will learn how to set up voicemail recordings for individual user and group inboxes.
Written by
Tudor Deak
Updated over a week ago
Using the Media Manager
How to import, view or rename your Audio Recordings for use in call flows, voicemails and smrtDialer
Written by
Tudor Balescu
Updated over a week ago
Pro Features - Call Monitoring & Geo Caller ID
How to use Call Monitoring (Pro Feature)
Understanding the basics behind how you can monitor inbound and outbound calls as they happen in your system.
Written by
Jordan Samuel Fleming
Updated this week
Activate call monitoring on Inbound calls (Pro feature)
Enable Call Center Pro features (Monitoring, Barging, Whispering, Warm Transfer and Hold Music) for your incoming calls
Written by
Tudor Deak
Updated over a week ago
Activate call monitoring for Outbound calls (Pro feature)
How to enable Call Center Pro Features (Barging, Whispering, Warm Transfer and Hold Music) for Outbound Calls
Written by
Tudor Deak
Updated over a week ago
Barging (Pro Feature)
How to join a 3 way call between you, your agent and the other person on the line using the Barge Feature
Written by
Tudor Deak
Updated over a week ago
How to use Whisper (Pro feature)
How to consult with an Agent without being heard by the other person on the line using the Whisper Feature
Written by
Tudor Deak
Updated over a week ago
Setting up Geo Caller ID for your users (Pro Feature)
How to enable and set up Geo Caller ID inside smrtPhone that changes outbound phone number to match local region area code
Written by
Tudor Deak
Updated over a week ago
Podio Integration Features
Podio Users: Changing how smrtPhone is set up with your Podio System
How to update your smrtPhone-Podio integration settings
Written by
Jordan Samuel Fleming
Updated over a week ago
Podio Users: How to add in new call dispositions to your smrtPhone Communications App
How to add in new call dispositions to your smrtPhone Communications App
Written by
Jordan Samuel Fleming
Updated over a week ago
Podio Users: How to Link smrtPhone to Multiple Workspaces and Apps
smrtPhone connects to only one Contacts App in Podio, but you can still push call data throughout your Podio system.
Written by
Jordan Samuel Fleming
Updated over a week ago
Podio Users: How to create custom Inbound/Outbound Statuses
How to add new Inbound/Outbound Buttons
Written by
Tudor Deak
Updated over a week ago
Setting Up IP Phones or SoftPhones
Where I can find my VoIP username and password?
Finding your VoIP username and password
Written by
Tudor Balescu
Updated over a week ago