Salesforce Guides | smrtPhone Help Center

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

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.

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.

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.

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

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.

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

Written by Ellen Sluder
Updated over a week ago

smrtPhone phone system within Salesforce

Overview Demo of smrtPhone within Left Main

See smrtPhone in action within Left Main CRM built on Salesforce

Written by Ellen Sluder
Updated over a week ago

Salesforce Setup

Written by Georgiana Mirita
Updated over a week ago

Where to Find smrtPhone within Left Main

Locating the smrtPhone dialer within Salesforce

Written by Ellen Sluder
Updated over a week ago

How to use smrtPhone in Left Main Salesforce for voice calls

How to place a call, answer a call, and adjust your call settings

Written by Ellen Sluder
Updated over a week ago

How to send an Outbound text message with smrtPhone in Left Main Salesforce

How to start or reply to a text message

Written by Ellen Sluder
Updated over a week ago

Reading Incoming text messages using smrtPhone within Left Main Salesforce

You can read inbound text messages within Left Main or within any part of the smrtPhone platform (Web App, Chrome Extension, Mobile App)

Written by Ellen Sluder
Updated over a week ago

Connect smrtPhone to your Left Main Cadences

Learn how to use smrtPhone to power your drip sequences within Left Main Salesforce

Written by Ellen Sluder
Updated over a week ago

Salesforce Users: Call and SMS logs - where to find them

All of your Communication Logs live within the Tasks tab inside Left Main Salesforce

Written by Ellen Sluder
Updated over a week ago

Introduction to smrtDialer power dialer

Overview of smrtDialer in Left Main Salesforce

See an overview video of how to build a power dialing campaign within your Left Main CRM

Written by Ellen Sluder
Updated over a week ago

smrtDialer Campaign Prep for Left Main Salesforce

Plan out the critical elements of your power dialing campaign strategy

Written by Ellen Sluder
Updated over a week ago

For Salesforce: smrtDialer Campaign Creation - from Excel Upload

How to build a campaign from an Excel upload into smrtDialer and push only qualified leads to Left Main Salesforce

Written by Ellen Sluder
Updated over a week ago

smrtDialer Campaign Creation - from Left Main List

How to build a campaign by pulling leads from within Left Main Salesforce.

Written by Ellen Sluder
Updated over a week ago

How to Dial a smrtDialer Campaign for Left Main - for Agents

Comprehensive guide for Agents running power dialing campaigns synced to Salesforce

Written by Ellen Sluder
Updated over a week ago

Monitoring smrtDialer Campaign Performance

How to evaluate the performance of agents and campaigns

Written by Ellen Sluder
Updated over a week ago

Troubleshooting

Troubleshooting smrtPhone within Left Main

Solutions to common questions about smrtPhone within Left Main CRM on Salesforce

Written by Ellen Sluder
Updated over a week ago