Agent Getting Started

Are you a new agent? Check out these helpful articles to get started.

17 articles in this collection
Written by Daniel Vincent and Carlos Chersia

New Agent? Start Here

An introduction to Myphoner for agents

Written by Carlos Chersia
Updated this week

Setting Up Your Account - Agent

Getting started with Myphoner as an agent

Written by Daniel Vincent
Updated this week

Understanding the Call Tab

Scheduled, claimed, work log and calls & recordings tabs!

Written by Carlos Chersia
Updated this week

Your Preferences

Where and how to setup your preferences in Myphoner

Written by Daniel Vincent
Updated this week

Working Preferences

Learn how to personalize your experience

Written by Daniel Vincent
Updated this week

Setting Up Your Dialler

Learn how to setup the dialler

Written by Daniel Vincent
Updated this week

Using MyPhoner Voice - Agent

Learn how to setup & use Myphoner Voice as an agent

Written by Daniel Vincent
Updated this week

Email Setup - Outlook 365

How to Connect Outlook 365 to send emails in Myphoner

Written by Daniel Vincent
Updated this week

Email Setup - Gmail

How to sync your Office 365 or Gmail Email with Myphoner

Written by Daniel Vincent
Updated this week

Your Email Signature

How to setup your email signature

Written by Daniel Vincent
Updated this week

Email Dropbox

Understand what email dropbox is and how it works.

Written by Daniel Vincent
Updated this week

Notifications

Change what type of notifications you receive

Written by Daniel Vincent
Updated this week

Leads

Understand how to work with leads

Written by Daniel Vincent
Updated this week

Understanding the Queue

What is the queue and how does it work?

Written by Daniel Vincent
Updated this week

Comments & Actions

Learn how to follow up after a call.

Written by Daniel Vincent
Updated this week

Time Tracking with Myphoner

How to Track Time using Myphoner

Written by Daniel Vincent
Updated this week

Using Voicemail Drop

Learn how to utilize voicemail drop as an agent

Written by Daniel Vincent
Updated this week