Workspace Texting w/ smrtPhone
This feature allows teams to use smrtPhone to text in all internal features in Investorfuse like sequences and the Automated Seller Response.
You will be required to input your SmrtPhone API Key for this feature to work. Then fill out the three key components namely Workspace Default User, Workspace Default Number, and Individual Phone Number for Users.
The Workspace Default User will be the user whose details will appear in any communication that goes out in an Opportunity that is not assigned to anyone( Ideally the Team Owner). This user's details will reflect on any smrtPhone text logs in any such Opportunity. These messages will come from the number you input in the Workspace Default Number field.
Setting Up SmrtPhone Texting
You have now connected your smrtPhone account for InvestorFuse texting! Next, you can start to set up a texting number for individual users.
Individual Phone Number for Users
Individual users will also be able to pick a smrtPhone number to use for one-off text messages or SMS in the sequences. You will need to assign one smrtPhone number for your account. The number selected will be used for any SMS communications from an opportunity where you are the owner. Please note that this is a personal setting and will need to be set up per user.
Track Phone KPIs correctly
After assigning a smrtPhone number per user and setting up the individual texting, make sure that the numbers are correctly mapped in the Communication Assignment. This is so that the system can track anytime a user calls a seller and will be displayed in your KPIs.