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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?… Actions are the buttons you click below the comment field, to tell the system what happened during your… Possible actions are: Call back - The call was inconclusive and you need to call back later to
Can I change dispositions?
Dispositions otherwise known as action buttons are completely configurable to suit you're unique needs… /player.vimeo.com/video/557949199 Go to Manage > Settings > Workflow Settings, under Lead Actions
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
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)
Comments & Actions
Learn how to follow up after a call.
Call Groups And Flows
Each action will ask you for specific information… In the case of the "play message" action, you'll just have to add an audio file to be played for the… Once you decide on the number or symbol, drag another action to the item you have just created. ​
Delegate (a lead)
using the “Call back” disposition when delegating, to make sure the receiving agent takes proper action
Email Dropbox
Checkout this video to see email dropbox in action https://player.vimeo.com/video/400159457
Skip (a lead)
is to move the lead away from the top of the queue so you can move on in your queue without taking action
Connect and use your Gmail or Outlook Email
Watch the screencast below to see this feature in action