Whenever you create a PhoneIQ Agent user and you want that user to leverage the full power of the PhoneIQ -Salesforce Integration and access features like activity sync, contact sync and more; you'll need to assign a PhoneIQ license to your Salesforce user.
Assigning Licenses:
Step 1: Head to the Salesforce Setup Page.
Step 2: Type "Installed Packages" on the Quick Find Box and select Installed Packages.
Step 3: Search for the PhoneIQ and click "Manage Licenses" next to the package.
Step 4: To assign licenses to more users, click "Add Users".
If you don't have available licenses please reach out to [email protected] to request more licenses.
Removing licenses:
To remove a license from a user, click Remove next to the user's name. To remove licenses from multiple users, click Remove Multiple Users.
Tip:
Click any column heading to sort the users in ascending order using the data in that column. Click the heading again to sort in descending order.