There might be many reasons for you to need to use the Setup Page. From changing contacts apps to customize call statuses. Find your CRM Setup page heading to the smrtPhone Dashboard, under your Admin Tab:
However, only the Account Owner and those users with appropriate Account Management Permissions have access to these settings.
CRM Setup Setting Options:
๐ Podio
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Change your Contact App or reinstall your Communication App
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Switch the Organization
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Resync leads
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Resync hooks
Podio Setup โข
โ๏ธ Salesforce
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Determine if leads are created for Unknown Callers, autocomplete Tasks, or relate them to Opportunities
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Resync contacts
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Set call statuses
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View integration syncing errors
See all here: Salesforce Setup โข
๐๏ธ InvestorFuse
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See the Team inside InvestorFuse associated with this smrtPhone account
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See the total number of Contacts and decide if new opportunities are created
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Set call statuses for smrtPhone
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View integration syncing errors
See all here: InvestorFuse Setup โข
๐ฅท REISift
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Change API Key
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See errors
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Customize call statuses
See all here: REISift Page Setup โข
๐ง Forefront
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Change API Key
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See errors
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Customize call statuses
โฌ๏ธ Realeflow
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See organization's ID
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Resync contacts
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Customize call statuses
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See potential errors
๐ผ Tape
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Reconfigure the Contacts App
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Reinstall Comm App
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Switch organization
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Resync contacts
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Map users
See all here: Tape Setup โข
โน๏ธ Invelo
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Change API Key
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See potential errors
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Resync contacts
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Customize call statuses
๐๏ธ REI Software
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See organization's ID
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Resync contacts
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Customize call statuses
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See potential errors
๐ฅ Carrot
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See the Team (inside your CRM) associated with this smrtPhone account
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See the total number of Contacts and decide if new opportunities are created
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Set call statuses for smrtPhone
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View integration syncing errors
See all here: Carrot Setup โข
๐ GoHighLevel
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Determine if leads are created for Unknown Callers
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Resync contacts
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Map users
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Set call statuses
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View integration syncing errors
