Salesforce Guides

For users of Left Main powered by Salesforce. Setup instructions, beginner smrtPhone and smrtDialer guides, and troubleshooting

Ellen Sluder avatar Georgiana Mirita avatar
22 articles in this collection
Written by Ellen Sluder and Georgiana Mirita
Setting Up smrtPhone in Left Main

Setting up a smrtPhone Account for use in Left Main Salesforce

There are three paths to activating smrtPhone within your Left Main Salesforce account
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

How to Install smrtPhone into a Left Main Salesforce Account

You must install the smrtPhone CTI Adapter onto your account and then activate each individual user.
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Written by Ellen Sluder
Updated over a week ago

Activate smrtPhone for Each Left Main Salesforce User

To add users to your account, you must first activate them within Left Main and then add them in your smrtPhone Account.
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Written by Ellen Sluder
Updated over a week ago

Salesforce/Left Main User: Invite new users to smrtPhone via Email

For Clients who use Salesforce/Left Main: you can invite users whether they are in your CRM workspace or not.
Georgiana Mirita avatar
Written by Georgiana Mirita
Updated over a week ago

How to Create smrtPhone Login Credentials for Left Main smrtPhone Users

To use the Mobile App and Chrome Extension (dial/answer from any tab) users must create smrtPhone login credentials
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Activate the Chrome Extension to answer calls from any tab (not just within Salesforce)

The smrtPhone Chrome Extension is a powerful addition to the dialer within the Left Main Salesforce platform.
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Download the smrtPhone Mobile App for Salesforce

The smrtPhone Mobile App can be used to answer and place voice calls and send/receive text messages automatically logged to Left Main
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Written by Ellen Sluder
Updated over a week ago