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

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

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