PhoneIQ Softphone Features

16 articles
Re-assign an active call to a Salesforce object not synced to PhoneIQ Click to dial in Salesforce Managing a users voicemail greeting, voicemail to email and transcription PhoneIQ In Call Actions - Relate to object PhoneIQ In Call Actions - Assign to Account PhoneIQ In Call Actions - Create Task PhoneIQ In Call Actions - Create Event PhoneIQ - Call Details How to select a Salesforce Record when a number is duplicated across multiple CRM records PhoneIQ In Call Actions - Add Comments PhoneIQ In Call Actions - Assign to Case PhoneIQ In Call Actions - Add Tags PhoneIQ In Call Actions - Assign to Opportunity Making and taking calls using the PhoneIQ CTI in Salesforce Lightning. PhoneIQ CTI Call handling settings. Using the PhoneIQ Power & Preview Dialer for Outbound Campaigns