CTI & Desktop App

Three-way conference calling

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

Written by Maria Eugenia Cabrera
Updated over a week ago

Automatically Relate calls to Objects in Salesforce using Click to Dial

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

Written by Juan Manchoulas
Updated over a week ago

Choose between dark and light mode

Managing themes in PhoneIQ

Written by Juan Manchoulas
Updated over a week ago

Manage inbound call notification audio on your PC

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

Written by Juan Manchoulas
Updated over a week ago

Using the Voicemail Drop feature

Leave a pre recorded voicemail message as a PhoneIQ user

Written by Alvaro Vargas
Updated over a week ago

Assign a phone call to a different record

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

Written by Juan Manchoulas
Updated over a week ago

Reset your user password

How to reset or change your password.

Written by Juan Manchoulas
Updated over a week ago

Delete saved voicemails

How to delete voicemails from your voicemail box

Written by Juan Manchoulas
Updated over a week ago

PhoneIQ - Call Controls

Put callers on hold, mute and transfer calls.

Written by Juan Manchoulas
Updated over a week ago

PhoneIQ - Change your Caller ID

How to Change your PhoneIQ caller ID for outbound calls

Written by Juan Manchoulas
Updated over a week ago

Call Lists - How to use the Power Dialer

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

Written by Juan Manchoulas
Updated over a week ago

Call Lists - How to use the Preview Dialer

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

Written by Juan Manchoulas
Updated over a week ago

Listening and managing voicemails

Written by Juan Manchoulas
Updated over a week ago

Managing contacts

Create, edit and delete contact records.

Written by Juan Manchoulas
Updated over a week ago

PhoneIQ - Managing Simultaneous Phone Calls

How to Make Multiple Phone Calls

Written by Juan Manchoulas
Updated over a week ago

Private & group messaging

Instant messaging for teams

Written by Juan Manchoulas
Updated over a week ago

Using & Managing Online Meetings

Connect with multiple people at once using online voice and video meetings.

Written by Juan Manchoulas
Updated over a week ago

Enabling the mobile and desktop app for remote workers

Written by Juan Manchoulas
Updated over a week ago