Myphoner

Configure agent access, Segments, deduplication and more...

Tweaking your List with settings

Where does the comment box save to — and how do I keep a note pinned to a lead permanently?

Call comments vs. permanent lead notes

Split a list by filtering on configurable conditions.

How to Create Lead Segments

How to find leads by name, phone number or other data points.

Searching Leads

Dispositions otherwise known as action buttons are completely configurable to suit you're unique needs

Can I change dispositions?

Delete Leads

How do I delete a list?

Use export/import with UUIDs to easily edit and update leads in bulk

How to bulk update leads

What is a Blocklist?

Blind Mode is a security feature that hides sensitive lead contact information from agents, while still allowing them to make calls and send emails as usual.

Blind Mode: Protect Lead Contact Details While Agents Work Normally

Lead Scoring: Automatically Prioritize Your Best Sales Leads with Myphoner's 0-100 Scoring System

Understanding the Lead Scoring System

Jeppe Liisberg

Managing & Searching

Privacy Policy

Terms of Use

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

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