smrtPhone - Your CRM customization

Here you will find unique settings and features customizable for your CRM

Jordan Samuel Fleming avatar Tudor Deak avatar Tudor Balescu avatar +2
26 articles in this collection
Written by Jordan Samuel Fleming, Tudor Deak, Tudor Balescu and 2 others
Citrix Podio features & customization

Podio Users: How to Link smrtPhone to Multiple Workspaces and Apps

smrtPhone connects to only one Contacts App in Podio, but you can still push call data throughout your Podio system.
Jordan Samuel Fleming avatar
Written by Jordan Samuel Fleming
Updated this week

Podio Users: Setting up your CRM to integrate with smrtPhone

The minimum requirements for your Citrix Podio Account to connect it with smrtPhone
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Podio Users: Changing how smrtPhone is set up with your Podio System

How to update your smrtPhone-Podio integration settings
Jordan Samuel Fleming avatar
Written by Jordan Samuel Fleming
Updated over a week ago

Podio Users: How to add in new call dispositions to your smrtPhone Communications App

How to add in new call dispositions to your smrtPhone Communications App
Jordan Samuel Fleming avatar
Written by Jordan Samuel Fleming
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
Tudor Balescu avatar
Written by Tudor Balescu
Updated over a week ago

Podio Users: Send automated texts from CRM using the SMS API and GlobiFlow (Citrix Podio Workflow Automation)

How to enabling sending texts from inside Podio
Tudor Deak avatar
Written by Tudor Deak
Updated over a week ago

Podio Users: How to create custom Inbound/Outbound Statuses

How to add new Inbound/Outbound Buttons
Tudor Deak avatar
Written by Tudor Deak
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
Georgiana Mirita avatar
Written by Georgiana Mirita
Updated over a week ago

Podio Setup

Where to adjust your smrtPhone integration settings as a Podio user
Georgiana Mirita avatar
Written by Georgiana Mirita
Updated this week
Salesforce features & customization

Left Main Users: Overview Demo of smrtPhone within Salesforce

See smrtPhone in action within Left Main CRM built on Salesforce
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.
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Activate smrtPhone for Each Salesforce User

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

Left Main Users: Connect smrtPhone to your CRM Cadences

Learn how to use smrtPhone to power your drip sequences within Left Main Salesforce
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Left Main Users: Troubleshooting smrtPhone

Solutions to common questions about smrtPhone within Left Main CRM on Salesforce
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Left Main Users: Where to Find smrtPhone within Salesforce

Locating the smrtPhone dialer within Salesforce
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Left Main Users: How to use smrtPhone in Salesforce for voice calls

How to place a call, answer a call, and adjust your call settings
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

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

How to start or reply to a text message
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Left Main Users: Reading Incoming text messages using smrtPhone within Salesforce

You can read inbound text messages within Left Main or within any part of the smrtPhone platform (Web App, Chrome Extension, Mobile App)
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Salesforce Users: How to display text messages in a visual format

How to create a Tasks tab that shows conversation activity grouped together
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

Create custom call dispositions in smrtPhone - Salesforce & InvestorFuse Users

Add personalized statuses to phone calls with custom buttons in your smrtPhone dialers.
Georgiana Mirita avatar
Written by Georgiana Mirita
Updated over a week ago

Salesforce Setup

Customize and manage your Salesforce-smrtPhone integration
Georgiana Mirita avatar
Written by Georgiana Mirita
Updated over a week ago