Advice and answers from the PhoneIQ Team

Search results for:person account

Enabling Support for Salesforce Person Account

Salesforce Person Accounts store information about individual people by combining certain account and… Note that once Person Account support is enabled in PhoneIQ, the only way to roll back the settings is… Account"

Assign a phone call to a different record

Re-assign a call to a contact, lead, account or person account record… Users can re-assign a phone call to a different contact, lead, person account, or account record that… or person account then click "Save"

Re-assign an active call to a Salesforce object not synced to PhoneIQ

Step 2: Search for the lead, Contact, Account or Person Account you want to relate the call to

Syncing contacts, leads & accounts between Salesforce & PhoneIQ.

Person Accounts: Will sync person account records with PhoneIQ (must be enabled in PhoneIQ and Salesforce… Support for Person Account can be added too… Salesforce Account Field Mapping

PhoneIQ CTI Call handling settings.

Default Record - Shows the default Lead, Contact, Account, or Person Account record… Related Account. - Shows the related account… Create Account - Displays the create account field

How to log SMS & MMS messages in Salesforce automatically

Name: The record associated with the task (lead, contact or person account) Related to: The record… Once you've completed setup of SMS/MMS messaging within your account and enabled the feature for your… Step 3: Configure SMS Settings If is not a contact, lead or account then create: This option enables

Importing records into a Call List from High Velocity Sales

leads, contacts, person accounts, etc.)

How to enable SMS/MMS messaging for your users in PhoneIQ

Step 1: Activating personal numbers on your account In order to use the SMS/MMS messaging feature,… an account has to have personal numbers enabled… is out of messaging credits Step 3: Add messaging credits Add messaging credits to the account

How to send and receive SMS/MMS messages in PhoneIQ

If this feature is not enabled on your account by default, please reach out to [email protected] and… You can quickly add them as new shared records (leads, contacts, person accounts or accounts) by editing

Smart Routing: Salesforce powered Call Routing.

technology with Salesforce to route callers to the best agent based on Salesforce data like Contact, Lead, Account… a callerID check; PhoneIQ will try to match the incoming caller ID to an existing: Contact, Lead or Account… From Salesforce we ca change the owner of the different objects we have: Contacts, Leads, Accounts, Person