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Advice and answers from the Myphoner Team
Search results for:
action
Action
(a lead)
What does it mean to "
Action
" a lead?… You can also add categories to each
action
to further refine the outcome of each call
Can I change dispositions?
Dispositions otherwise known as
action
buttons are completely configurable to suit you're unique needs… In Myphoner you can change the dispositions (
action
buttons) to suit your companies unique definitions… Next to the specific
action
name you can remove the current and add your own
Live Monitoring
Action
to Perform… Green signifies there is an
active
call… When an agent is on an
active
call you have two options, either listen in and/or whisper
Comments &
Actions
then need to choose one of the
action
buttons to move to the next lead…
action
buttons which you can choose from… Once you select an
action
button, your next lead will come up
Pipedrive Integration using Zapier
Create the
Action
… What
action
must be taken within Pipedrive? What information must be sent… If you are using a category of an
action
button you'll need to set up a filter, you can do this by:
Set Appointments With Zapier
Click Save & Continue The second last step is to click Test
Action
, this will test the
action
and… Create the
Action
… Go ahead and
action
a few test leads (if need creates a few test leads)
Work Your Queue
Action
Buttons… If a lead is claimed, you can only edit and
action
it if you have certain admin rights… Below the lead information, you find the comment field, follow-up selection and
action
buttons
Delegate (a lead)
The lead will be marked as claimed by the receiving agent once you hit an
action
button… We recommend setting a follow-up time and using the “Call back”
action
when delegating, to make sure… the receiving agent takes proper
action
on the lead
Archive
Instead of deleting invalid or unusable leads, the Archive
action
hides them from your queue but keeps… Using the Archive
action
instead of deleting a lead lets you measure the quality of the lead data (reports… Do not use the Archive
action
for Lost leads that you were able to reach
Skip (a lead)
The Skip
action
will skip the lead and put it to the end of the queue or reschedule for the selected… is to move the lead away from the top of the queue so you can move on in your queue without taking
action
… In general, we strongly recommend using the Call Back
action
, even when you don't reach the lead