How do you connect a tracking number from CRM IQ?

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Anonymous member

Posts: 71
Thank you received: 4

4 days 11 hours ago - 4 days 11 hours ago #647961 by Anonymous member

How do you connect a tracking number from CRM IQ? was created by Anonymous member

Yardi CRM IQ phones
Does anyone know if we can connect a tracking number from CRM IQ to a polycom phone so that users have accessibility to physical phones instead of their laptops?

4 days 11 hours ago - 4 days 11 hours ago #647961 by Anonymous member

Andrea Cosenza

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3 days 21 hours ago #647962 by Andrea Cosenza

Replied by Andrea Cosenza on topic Re: How do you connect a tracking number from CRM IQ?

Yes! It’s under lead tracking and also needs to be set up in their profile to ring the phone! We have ours set up to ring physical phones

3 days 21 hours ago #647962 by Andrea Cosenza

Topic Author

Anonymous member

Posts: 71
Thank you received: 4

3 days 21 hours ago #647963 by Anonymous member

Replied by Anonymous member on topic Re: How do you connect a tracking number from CRM IQ?

PeacefulSpinach1335
Andrea Vasold Cosenza thanks but when you ring to a physical phone and call the person back from physical phone does the caller id reflect the tracking number?

3 days 21 hours ago #647963 by Anonymous member

Katie Roncadori

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3 days 21 hours ago #647964 by Katie Roncadori

Replied by Katie Roncadori on topic Re: How do you connect a tracking number from CRM IQ?

Anonymous member there is an app you can use for crmiq and receive incoming and make outgoing calls!

3 days 21 hours ago #647964 by Katie Roncadori

Andrea Cosenza

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3 days 21 hours ago #647965 by Andrea Cosenza

Replied by Andrea Cosenza on topic Re: How do you connect a tracking number from CRM IQ?

PeacefulSpinach1335 oh! Great question. It should not because your calling out from the phone technically it should show that caller ID. Now You need to set your profile up to use a phone. When you call the person back the phone will ring you will pick it up and hear it ringing the prospect! I can send you some screenshots! Knock has this feature and I was so excited CRM does too!

3 days 21 hours ago #647965 by Andrea Cosenza

Kimi Schuck

3 days 21 hours ago #647966 by Kimi Schuck

Replied by Kimi Schuck on topic Re: How do you connect a tracking number from CRM IQ?

yes

3 days 21 hours ago #647966 by Kimi Schuck

Jaymz Yates

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3 days 21 hours ago #647967 by Jaymz Yates

Replied by Jaymz Yates on topic Re: How do you connect a tracking number from CRM IQ?

you can also use a usb phone and not mess with the forwarding.

3 days 21 hours ago #647967 by Jaymz Yates