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CTI & Desktop App
CTI & Desktop App
A complete guide to PhoneIQ's Desktop App for Mac's and PC's
18 articles in this collection
Written by
Alvaro Vargas,
Juan Manchoulas,
and
Maria Eugenia Cabrera
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