How to use smrtPhone

FOR USERS: How to use smrtPhone on a day-to-day basis. These are user guides, not setup and administrator guides.

23 articles in this collection
Written by Jordan Samuel Fleming, Tudor Deak, Tudor Balescu and 1 other

Overview - Navigation & Menus of the Web Application

Learn where to go for important features, functionality, settings and reporting

Written by Ellen Sluder
Updated over a week ago

How to change your CallerID

You can change the number that you are using to call and text from smrtPhone

Written by Tudor Deak
Updated this week

How to view text messages and listen to voicemail on the web app

Learn about the smrtPhone inbox feature for our browser application

Written by Ellen Sluder
Updated over a week ago

How to stop receiving smrtPhone Notifications in Podio

Learn how to stop your smrtPhone Notifications in Podio directly from your smrtPhone account

Written by Tudor Balescu
Updated over a week ago

How to add a number to your spam list

Block numbers to stop them from being able to call or text you

Written by Tudor Deak
Updated this week

Hold Call (Pro Feature)

Learn how to place an active call on hold and activate hold music

Written by Tudor Balescu
Updated over a week ago

Warm Transfer (Pro Feature)

How to create a conference call between multiple users or phone numbers

Written by Tudor Deak
Updated over a week ago

Using the smrtPhone Chrome Extension

Chrome Extension Overview

Installing our Chrome Extension allows you to one-click calling from within Podio, dialing from any tab, and answering calls faster.

Written by Tudor Deak
Updated over a week ago

How to Install the Chrome Extension

Step-by-step guide to download and install the smrtPhone Chrome Extension

Written by Ellen Sluder
Updated over a week ago

How to Pin the Chrome Extension

To take full advantage of the smrtPhone Chrome Extension and click-to-call, you must pin the extension to your menu bar.

Written by Ellen Sluder
Updated over a week ago

Chrome Extension Settings

How to customize your smrtPhone Chrome Extension to fit your business needs

Written by Ellen Sluder
Updated over a week ago

How to Call or Text with the Chrome Extension

Get quick access to outbound communications without switching tabs

Written by Ellen Sluder
Updated over a week ago

How to Answer a Call with the Chrome Extension

Using the Chrome Extension to answer calls saves time and improves productivity

Written by Ellen Sluder
Updated yesterday

How to View Call/View Lead in Podio from the smrtPhone Chrome Extension

Clicking on the three dots in the dialer screen will open a menu of options that you can access while the call is live

Written by Ellen Sluder
Updated over a week ago

How to move incoming call banner for the Chrome Extension

You can drag and drop the Chrome Extension incoming call banner so it doesn't block important browser information

Written by Ellen Sluder
Updated yesterday

Using the Dialer inside smrtPhone

Upgrading to the new smrtPhone Dialer 2.0

In this article you will learn how to upgrade to the new dialer

Written by Jordan Samuel Fleming
Updated over a week ago

What's new in Version 2 of the Dialer?

This article will show you the key differences between Dialer v1 (original) and the new Dialer 2.0

Written by Jordan Samuel Fleming
Updated over a week ago

How to change your audio settings in the new Dialer 2.0

This article will show you how to access and change your audio settings.

Written by Jordan Samuel Fleming
Updated over a week ago

Making a Call and Sending a Text with Dialer 2.0

This article will show you how to use the new Dialer 2.0 to make calls and send texts and what new features you have available.

Written by Jordan Samuel Fleming
Updated over a week ago

Receiving a call in Dialer 2.0

This article will show you how to answer a call in the new smrtPhone Dialer

Written by Jordan Samuel Fleming
Updated over a week ago

Seeing your missed calls in Dialer 2.0

How to quickly see recent and missed calls in smrtPhone

Written by Jordan Samuel Fleming
Updated over a week ago

How to View Call/View Contact in Podio while on a live call within Dialer 2.0

From the smrtPhone Web Application, you can access the associated Podio records with a quick click

Written by Ellen Sluder
Updated over a week ago

How to Warm Transfer in the Dialer 2.0

Warm Transfers and Conference calls are a smrtPhone Pro feature.

Written by Jordan Samuel Fleming
Updated over a week ago