Agent Getting Started

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

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

Setting Up Your Account - Agent

Getting started with Myphoner as an agent

Written by Daniel Vincent
Updated over a week ago

New Agent? Start Here

An introduction to Myphoner for agents

Written by Carlos Chersia
Updated over a week ago

Understanding the Call Tab

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

Written by Carlos Chersia
Updated over a week ago

Your Preferences

Where and how to setup your preferences in Myphoner

Written by Daniel Vincent
Updated over a week ago

Working Preferences

Learn how to personalize your experience

Written by Daniel Vincent
Updated over a week ago

Setting Up Your Dialler

Learn how to setup the dialler

Written by Daniel Vincent
Updated over a week ago

Using MyPhoner Voice - Agent

Learn how to setup & use Myphoner Voice as an agent

Written by Daniel Vincent
Updated over a week ago

Email Setup - Outlook 365

How to Connect Outlook 365 to send emails in Myphoner

Written by Daniel Vincent
Updated over a week ago

Email Setup - Gmail

How to sync your Office 365 or Gmail Email with Myphoner

Written by Daniel Vincent
Updated over a week ago

Your Email Signature

How to setup your email signature

Written by Daniel Vincent
Updated over a week ago

Email Dropbox

Understand what email dropbox is and how it works.

Written by Daniel Vincent
Updated over a week ago

Notifications

Change what type of notifications you receive

Written by Daniel Vincent
Updated over a week ago

Leads

Understand how to work with leads

Written by Daniel Vincent
Updated over a week ago

Understanding the Queue

What is the queue and how does it work?

Written by Daniel Vincent
Updated over a week ago

Comments & Actions

Learn how to follow up after a call.

Written by Daniel Vincent
Updated over a week ago

Time Tracking with Myphoner

How to Track Time using Myphoner

Written by Daniel Vincent
Updated over a week ago