Carrot CRM users (with appropriate user permissions in your smrtPhone account) can customize settings related to the integration between smrtPhone and the CRM.
Settings are found on the Dashboard > Admin Tab > Carrot Setup.
Here, you can:
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See the Team inside Carrot associated with this smrtPhone account
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Decide if you can create new opportunities from unknown calls by toggling on/off
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See the total number of Contacts synced between the systems
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Set custom call statuses for smrtPhone
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View any integration syncing errors
If you have any concerns about Carrot CRM Errors, do not hesitate to call our Development Team or contact our Support Team on Live Chat.
