Incoming Phone Calls
You can receive calls when your mobile device is locked or unlocked. The way the Mobile App behaves can be influenced by your device's settings as well. Check the settings to ensure they reflect your needs.
When your mobile device is unlocked and a call comes in, it drops a small banner across the top of your screen. You can see that it is coming in through the smrtPhone app.
You can choose to accept, decline, or ignore it.
Accepting a Call
When it comes to accepting the call, you have all of the usual options: keypad, notes, speaker, and mute.
Switch Apps without Interrupting Call
With the call still connected, you can switch apps without dropping the call. To return to the call screen, click the phone icon in the upper left of your screen. (You can also switch back to the app, as you would normally navigate your mobile device.)
Finalizing the Call
When the call has ended, you will be able to select your usual call statuses. They will be automatically logged into your CRM along with any call notes.
While finalizing the call, you can decide if you keep the number/contact.
So, you can send a text, call back or press the gear icon Action and add this particular number to the Spam or DNC list.
Declining the Call
When you decline the call, it will stop ringing and go to the next step in your programmed Call Flow.
Learn more about Call Flow โข
Ignoring the Call
If you choose to ignore the call, it will continue to ring, and then move on to the next step in the Call Flow based on how you have it configured.
Learn more about using the dialer โข
Recent Calls
All calls, whether answered or missed, will appear in the Recent Calls section of the mobile app.
Learn more on how to see recent calls โข
Here, you can also add numbers to the DNC and Spam lists.
Advanced options:
As you press on one particular contact, you can see other advanced options for better customization, like:
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Sync - Sync contact in your CRM
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Details - About that contact
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Rename - Change the current name
You can see these advanced options even before calls, not only after calls.
