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.

Jordan Samuel Fleming avatar Tudor Deak avatar Tudor Balescu avatar +1
23 articles in this collection
Written by Jordan Samuel Fleming, Tudor Deak, Tudor Balescu and 1 other
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.
Tudor Deak avatar
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
Ellen Sluder avatar
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.
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Chrome Extension Settings

How to customize your smrtPhone Chrome Extension to fit your business needs
Ellen Sluder avatar
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
Ellen Sluder avatar
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
Ellen Sluder avatar
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
Ellen Sluder avatar
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
Ellen Sluder avatar
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
Jordan Samuel Fleming avatar
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
Jordan Samuel Fleming avatar
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.
Jordan Samuel Fleming avatar
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.
Jordan Samuel Fleming avatar
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
Jordan Samuel Fleming avatar
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
Jordan Samuel Fleming avatar
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
Ellen Sluder avatar
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.
Jordan Samuel Fleming avatar
Written by Jordan Samuel Fleming
Updated over a week ago