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.

24 articles in this collection
Written by Jordan Samuel Fleming, Tudor Deak, Tudor Balescu and 2 others

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

Best practices for using smrtPhone

Ensure the highest quality calls and minimize issues by doing a proper setup.

Written by Georgiana Mirita
Updated over a week ago

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

smrtPhone - 'My Account' Settings

Learn how to customize your individual account

Written by Tudor Balescu
Updated over a week ago

Using the Dialer inside smrtPhone

Making a Call and Sending a Text with the smrtPhone Dialer

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

Written by Jordan Samuel Fleming
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 over a week ago

Seeing your missed calls in the smrtPhone Dialer

How to quickly see recent and missed calls in smrtPhone

Written by Jordan Samuel Fleming
Updated over a week ago

How to change your audio settings in the smrtPhone Dialer

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

Written by Jordan Samuel Fleming
Updated over a week ago

Receiving a call in the Dialer

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

Written by Jordan Samuel Fleming
Updated over a week ago

Podio Users: How to View Call/View Contact in Podio while on a live call within the smrtPhone Dialer

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

Settings, Spam and Pro Features

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 over a week ago

Podio Users: 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

Mark unwanted texts as Spam

Block numbers from your inbox to stop them from being able to text you (or call you)

Written by Tudor Deak
Updated over a week ago

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 & Group/Conference Calling (Pro Feature)

How to create a conference call between multiple users or phone numbers - and either stay on or drop off (transfer)

Written by Tudor Deak
Updated over a week ago

Using the smrtPhone Chrome Extension

Chrome Extension Overview: Level up your productivity

Dial or text from any browser tab, answer calls faster, and have quick access to your inbox.

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 productivity hacks, 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 from your Browser 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 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 over a week ago

Podio Users: How to Call or Text from a Contact Record using the Chrome Extension

How you can message individual leads directly from your Podio CRM, using the smrtPhone Chrome Extension

Written by Georgiana Mirita
Updated over a week ago

Podio Users: 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