smrtPhone Cadences Number Update and Lead Source Sync Fix

smrtPhone recently updated their phone number formatting requirements, which is causing cadence issues for some Left Main customers also subscribed to smrtPhone.

Renee Duncan
|
10 steps
|
19 seconds

Salesforce

Navigate to your org and click "Campaigns"

Click "Select a List View"

Click "All Active Campaigns"

Click here.

Click "Select Fields to Display"

Ensure the "Cadences Number," "Lead Source Sync" and "Lead Sync" fields are visible.

Click "Save"

Number formatting is automatically DISPLAYED in the correct US format...

But it is necessary to CLICK INTO each Cadences Number field to update the number to the correct US format. The example highlighted here is the INCORRECT format.

The example highlighted below is the CORRECT format. Complete this update for all Cadences Number fields.