Getting Started

New To Myphoner? Start Here

Learn how to setup Myphoner

Written by Jeppe Liisberg
Updated over a week ago

Upload a list of leads

How to import leads from an excel or csv file.

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Defining and configuring fields

Tweak your lead data to work the way you want it.

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Tweaking your List with settings

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

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Add leads manually to Myphoner

Create an empty list and add leads manually

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How to Create Lead Segments

Split a list by filtering on configurable conditions.

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Automated Deduplication

How to handle duplicate leads in bulk operations

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Enable Auto claiming

Learn how to ensure your agents automatically claim leads based on a few rules

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Queue Algorithm

Implement account wide queue settings that work for your team

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Create Text Message Templates

Easily create & edit text message templates for your team

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Work Your Queue

How do I select the next lead to call?

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Distribute leads to your team

How claiming and dynamic lead distribution works

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How to Send Email

We provide a simple yet powerful email integration with email templates through your own email account.

Written by Jeppe Liisberg
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How to Use the Email Dropbox

Easily track email conversations by using your personal email dropbox.

Written by Jeppe Liisberg
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Email Template

How cam I create and use email templates?

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Using Myphoner Voice

Fully integrated telephony, baked right into the platform

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Understanding Voicemail Disposition

Why is there a button with a tape recording icon in my dialler?

Written by Jeppe Liisberg
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Setup Text Messaging Integration

Learn how to setup text messaging for your team.

Written by Jeppe Liisberg
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Intelligent retry

Quick guide on how to use new "no answer time out", "postpone on busy" & "archive on invalid" features.

Written by Mariana
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Uploading Voicemail

Learn how to add a new voicemail message for agents to use.

Written by Jeppe Liisberg
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Call Groups And Flows

Set up your call groups and flows!

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Using a smartphone with Myphoner

Get your iPhone or Android hooked up to do your Myphoner calls.

Written by Jeppe Liisberg
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Connect your Twilio account

How to use our built-in webphone to call with your own Twilio account

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Create and Add The Caller ID

How do I create a caller ID and add it to a user or list?

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Smart CIDs

Groups of phone numbers/Caller IDs with smart behavior

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Using click-to-dial with a softphone with Myphoner

How do I set up click-to-dial with a voip phone such as skype or zoiper to work with Myphoner

Written by Jeppe Liisberg
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Using click-to-dial with RingCentral

RingCentral users can use the RingCentral softphone desktop app to automatically dial a number by clicking on the phone number.

Written by Jeppe Liisberg
Updated over a week ago

Using click-to-dial with Zoom Phone

Zoom Phone users can enable the click-to-dial feature to automatically dial a number by clicking on the phone number.

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Using Google Voice with Myphoner

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Time Tracking for Managers

Manage all time tracking features!

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How to Add Users

Start working in a team. Learn how to add and manage users here.

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Enhanced Email Integrations

Learn how to add the same email to multiple users and lists.

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Buying & Removing Seats

Buying Seats & Adding Users

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Manage Pipeline Automations

How to move leads using pre-configured rules

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How to Migrate Leads Between Lists

Use migrations to move or export leads, or change their status in myphoner.

Written by Jeppe Liisberg
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Manage Clients

All you need to know about the "clients" tab and how to use it!

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Saved Exports

Learn how to easily save and run exports out of Myphoner

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Duplicates Report

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Lead View Deduplication

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Automatic Deduplication

Find your duplicates!

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Deduplication by List or Campaign

find duplicates in a specific list!

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Integration Strategies

What you should consider when looking to integrate Myphoner with other apps

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Pipedrive Integration using Zapier

Learn how to send a qualified lead to Pipedrive

Written by Jeppe Liisberg
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Set Appointments With Zapier

Learn how to setup your calendar with Myphoner and simply set meetings.

Written by Jeppe Liisberg
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Agent performance report

Understand and review activity of your agents

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List activity report

Understand and review activity on a per-campaign or per-list basis

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Detailed Report

How to create a detailed report within the Review tab

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Configure Agent Reports

Learn how to configure agent report card to show the data you really care about.

Written by Jeppe Liisberg
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