Here, you can find documentation and videos to support your needs and to enhance your IQ experience. The resources are grouped by the same modules that are displayed within our IQ CRM.
Interested in attending a training class? Check out our Training Calendar to register for the sessions that best fit your role and schedule. Need training for your whole office or for a topic not listed on the calendar? Fill out our Training Request Form and a representative from the IQ Training Team will get in touch to get it scheduled.
For IQ technical support please contact our Customer Support Center (CSC). Send an email to Support@IQServiceDesk.com with a description of your request, your office name and contact information. If you prefer, reach out to us by phone at 703-206-0188 or use our Live Chat option from within your IQ system.
HighlightsWe heard many offices are interested in these topics, so we’ve highlighted them below!
Messages
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Send SMS Text Messages using IQ -
Send SMS Text Messages using IQ -
Message Management Video Collection -
Setting up the Messages Homepage Tile -
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Create, Search, and Use Batches to Respond to Individual Messages -
Use Form Letters and Set Responses Rules to Respond to Bill Messages -
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Create Auto Response Rules for Campaign Messages -
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Use Analyze Text for Campaign Messages -
Services
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Flag & Tour Requests Video Collection -
Set & Access Preferred Service Templates -
Create & Process Casework Record -
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Assign or Reassign a Service Record -
Attach a Contact Record to a Service Record -
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Use a Digital Privacy Release Form -
Add a Service Module in the IQ Menu -
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Use a Form Letter or Customized Response in a Service Record -
ReOpen or Change Status of a Closed Service Record -
Track Your Assigned Service Records Modified by Other Users