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.

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