Stop Managing Spreadsheets - Let Myphoner Decide Who to Call Next
If you have ever worked through a list of leads in a spreadsheet, you know the problem: you scroll up and down looking for the next person to call, you forget who you already tried, and scheduled follow-ups slip through the cracks. Myphoner's queue solves this by automatically presenting the right lead at the right time.
Previewing the Queue on the right side of the lead view.
What the Queue Does
The queue is your personal to-do list of leads to call. Instead of choosing who to call next, you press a button and Myphoner serves you the best lead based on:
Scheduled follow-ups - leads you promised to call back at a specific time always come first.
Postponed leads - leads you deferred ("call back after tomorrow") surface when they are due.
New leads - fresh contacts that have never been called.
Everything else - sorted by a queue algorithm you choose (most promising lead first, or most overdue first).
You never have to decide who to call next. The queue decides for you.
The Calling Workflow
Working a queue in Myphoner follows a simple loop:
Open your queue -- click a list on your Work dashboard.
Review the lead -- see contact info, past notes, and call history.
Call the lead -- click the phone number to dial (using Myphoner Voice or your own phone).
Disposition the lead -- after the call, press one of the disposition buttons:
Call Back -- schedule a follow-up (the lead returns to your queue at the right time)
Winner -- the lead accepted your offer (removed from queue, appears in reports)
Loser -- the lead declined (removed from queue)
Archive -- invalid or unusable lead (hidden from queue, kept for dedup)
Skip -- not ready to call this one yet (moves to the back of the queue)
Next lead -- Myphoner immediately serves the next lead. No scrolling, no searching.
This loop keeps you calling efficiently. Your energy goes into the conversation, not into finding the next person to call.
How It Works for Teams
When multiple people share a list, the queue makes sure no two people call the same lead at the same time. Myphoner uses locks (temporary, while someone is viewing a lead) and claims (longer-term ownership) to prevent collisions. This happens automatically - agents just work their queue and never see each other's leads.
Managers can control how leads are distributed in Distribute Leads to Your Team.
Customizing Your Queue
The queue works well out of the box, but you can fine-tune it at two levels.
Account-wide settings (affect all lists):
Queue algorithm -- choose between "Next Best Lead" (prioritizes high-scoring leads) or "Most Due First" (prioritizes overdue follow-ups).
Per-list settings (configured in each list's settings under Queueing):
Prioritize new leads over postponed leads -- always put untouched leads before call-backs. Useful when new leads are being captured in real time and should be called immediately. Be careful: if new leads arrive continuously, call-backs may be delayed.
Prioritize new leads over scheduled leads -- even stronger: new leads jump ahead of exact-time follow-ups. Only enable this if reaching new leads instantly is more important than honoring scheduled appointments.
Queue filters -- filter your queue by lead data (e.g., only show leads in a specific city or industry).
Calling hours -- only serve leads during their local business hours.
Workflow automation:
Lead recycling -- automatically bring back old leads for another round of calls.
Pipeline automation -- automatically move winners to the next stage of your sales process.
Key Concepts
Term | What It Means |
Queue | Your automatic to-do list of leads to call, ordered by priority |
Disposition | The outcome you assign after each call (Winner, Loser, Call Back, Archive, Skip) |
Follow-up | A scheduled call-back -- either "after" a time (loose) or "in exactly" a time (strict, with notification) |
Lock | Temporary hold on a lead while you are viewing it (prevents collisions in teams) |
Claim | Longer-term ownership of a lead (the lead stays in your personal queue) |
List | A collection of leads that share the same fields and settings -- your queue works within one list at a time |
For a deeper dive into how the queue appears from the agent's perspective, see Work Your Queue.