Understanding the Queue

What is the queue and how does it work?

Jeppe Liisberg avatar
Written by Jeppe Liisberg
Updated over a week ago

Understanding the queue is important as it will help you work more effectively and in the way you feel is best. 

The Myphoner Queue allows you to prioritize to what's important for you:

  1. Pick from scheduled leads if any, most due first or least due first depending on the selected algorithm.

  2. Otherwise, pick from unscheduled and new leads, optionally sorted by any attribute.

Further, locks and claims make sure that no two agents can call the same lead at the same time.

This ensures that leads scheduled for callback get moved to the top of the queue at the right time. It also ensures that leads that are being called right now or have been claimed by other agents are not picked, making it possible for multiple agents to work on the same list without the risk of clashing.

The Myphoner queue view. Upcoming calls are shown here in prioritized order.

The queueing works on a list-by-list basis, so when you are calling leads in one list, you'll only get leads queued from that list, until you change lists.

Queue Filters

Myphoner enables you to filter the queue in several different ways. Firstly you can filter by lead states which affect all the lists you have access to & secondly, we offer advanced filters that only affect the specific list you are working in.

Lead States

Myphoner provides a simple filtering mechanism for your queues. You can filter by New, Postponed and unscheduled and Scheduled leads.

Filtering your queue is useful if you want to focus on for example only calling new leads for some time.

Please note that lead state filters are global, so once you have activated the filter, it affects all your queues in all views that rely on the queue. We will show you a warning and put the icon anywhere it affects your view.

Advanced Filters

Using advanced filters you can filter the queue to show only leads that meet specific criteria based on the field data that is in the list.

Sort unscheduled leads by: you to sort the leads by the fields within the list.

Filter on lead data

This feature enables you to filter your queue conditionally, this means that you can change the queue to only show leads that match specific criteria.

For example, You want to call leads that are in a specific city, using the city field you can match leads with the said city (in the example below Colares).

Multiple Conditions

You can add multiple conditions. All conditions on distinct fields will be applied to the segment with AND.

Multiple conditions on the same field will be applied with OR so you can have one segment that matches City One OR City Two AND receives newsletter.

Note: The advanced filter only applied to the list you are currently working on & will be saved for future use on the specific list.

For more information go to the work your queue article.

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