Keep Each Client's Data Separate with Client Management
Requirements: The Clients feature requires a plan that includes this capability.
Who Is This For?
Clients is designed for organizations that manage cold calling on behalf of multiple end-clients or across separate business divisions. Typical use cases:
Calling agencies running campaigns for several clients, each with their own leads, caller IDs, and agents
Businesses with multiple divisions where lead data should not be mixed across departments
Franchises or multi-brand companies needing separate calling environments under one Myphoner account
If you only call for yourself or a single company, you do not need Clients - regular lists and segments are sufficient.
What Clients Provide
A Client groups lists, users, and identities into an isolated container:
Capability | What It Does |
Data isolation | Leads in one client's lists are invisible to agents assigned to a different client |
Scoped deduplication | Duplicates are detected across all lists within the same client, but not across different clients |
Colleague detection | Colleagues (leads at the same company) are detected within a client's lists |
Caller ID restriction | Assign specific phone numbers to a client so agents only see CIDs relevant to their work |
Email identity restriction | Assign specific email accounts to a client for outbound email |
Integration scoping | Connect separate HubSpot or Pipedrive accounts per client so CRM data stays isolated |
Blind mode per client | Override the account-wide blind mode setting for individual clients (inherit, on, or off) |
User scoping | Agents assigned to a client can only access that client's lists, CIDs, and emails |
Creating a Client
Go to Manage -> Clients.
Click New Client.
Enter the client name.
Select the lists that belong to this client.
Select the users who should have access. All users currently assigned to the selected lists must be included.
Optionally assign Caller IDs and email identities if your plan includes per-client CID and email features.
Optionally set Blind mode to override the account default for this client.
Click Save.
Note: If a user already has access to a list you are assigning to the client, that user must be included in the client's user list. Remove their list access first if you do not want them in the client.
Managing Clients
From Manage -> Clients you can:
Edit a client to change its name, lists, users, or assigned identities
Archive a client to soft-delete it (lists are also archived)
Restore an archived client from the Archived tab
Delete a client permanently
You can also see which client a list belongs to from the list's Settings tab.
How Client Scoping Affects Agents
When a user is assigned to one or more clients:
Their Work dashboard only shows lists belonging to their assigned clients
The search only returns leads from their assigned clients' lists
Caller ID dropdowns only show CIDs assigned to their clients
Email identity dropdowns only show emails assigned to their clients
Account administrators always see everything, regardless of client assignments.
Clients vs. Lists vs. Segments
Approach | When to Use |
Lists | Separate lead pools with different fields or calling workflows |
Segments | Filtered views within a list (same fields, same agents) |
Clients | Complete data isolation between different end-clients or business units |