How to set a priority contact in Phonebook?
Option 1: You can set a priority contact when creating a new contact
Option 2: From the phone book turn on the toggle for priority
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How to add contacts to Phonebook in Maqsam?
Step 1: Log in to the Maqsam Portal using your username and password. Step 2: Click on the Phonebook tab. Step 3: Navigate to the Contacts section. Step 4: Click on the Add Contact button to add a new contact. Fill in the contact details, including ...
How do I create lists in the phonebook?
Step 1: Login to Maqsam using your Username and Password. Step 2: Navigate to Phonebook. Step 3: Click Lists and click + New List. Step 4: Add List Name and select Contacts to be added to the lists and click Save.
Can Phonebook Lists be updated?
Yes, lists can be updated, edited and removed from the phonebook. To edit or remove lists from the Phonebook follow these steps: Step 1: Login to Portal as an authorized account to access the Phonebook Step 2: Navigate to the Phonebook tab Step 3: ...
How do I set a default phone number for calling in Pipedrive?
To set a default phone number for calling in Pipedrive, follow the following steps: Step 1: Go to the Tools and Apps section in Pipedrive portal, Step 2: Select Phone, and change the settings to Default phone calling handler as the Default Phone ...
How to create Inquiries?
In order to allow Inquiry API on your account, follow the steps below: Step 1: Contact Maqsam support at support@maqsam.com to enable API access on your account. Step 2: Generate |access_key_id| and |access_secret| combination from the account ...