Phone IQ, Inc.

Using the Voicemail Drop Feature

Create a three-way conference call using the PhoneIQ Salesforce CTI or the Desktop App

Three-way conference calling

Relate calls to objects like cases, opportunities, and custom objects using click to dial with PhoneIQ Salesforce CTI

Automatically Relate calls to Objects in Salesforce using Click to Dial

Choose between dark and light mode

Select the media device through which you want to play the inbound call notification ringtone

Manage inbound call notification audio on your PC

Re-assign a call to a contact, lead, account or person account record.

Assign a phone call to a different record

Reset your user password

How to delete voicemails from your voicemail box

Delete saved voicemails

Put callers on hold, mute and transfer calls.

PhoneIQ - Call Controls

How to Change your PhoneIQ caller ID for outbound calls

PhoneIQ - Change your Caller ID

Learn how to make outbound calls with the PhoneIQ Power Dialer for Salesforce.

Call Lists - How to use the Power Dialer

Increase meaningful connections and outbound call volume with the PhoneIQ Preview dialer for Salesforce

Call Lists - How to use the Preview Dialer

This feature is only available for Premium Office Licenses. (Non Salesforce users)

Call Lists - How to use the CSV Call List feature

Listening and managing voicemails

Managing contacts

PhoneIQ - Managing Simultaneous Phone Calls

Enabling the mobile and desktop app for remote workers

On Demand Recording

Nahuel Flores

A complete guide to PhoneIQ's Desktop App for Mac's and PC's

CTI & Desktop App

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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