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Getting Started

Getting Started

Introductions to the various features in myphoner

New To Myphoner? Start Here

Data management and configuration

Upload a list of leads

Defining and configuring fields

Tweaking your List with settings

Add leads manually to Myphoner

How to Create Lead Segments

Automated Deduplication

Prospecting workflow

Enable Auto claiming

Queue Algorithm

Create Text Message Templates

Work Your Queue

Distribute leads to your team

How to Send Email

How to Log Emails in Myphoner Using the Email Dropbox

How to make replies and callbacks auto-queue your leads

Setting up telephony

Using Myphoner Voice

Create and Add Phone Numbers

Understanding Voicemail Disposition

Intelligent retry

Uploading Voicemail

Call Groups And Flows

Using a smartphone with Myphoner

Connect your Twilio account

Using click-to-dial with a softphone with Myphoner

Using click-to-dial with RingCentral

Using click-to-dial with Zoom Phone

Using Google Voice with Myphoner

Setting up email

Configuring E-mail in Myphoner

Setup Guide: Forwarding Emails to Enable Reply Tracking for Verified Sender Addresses

User management

Time Tracking for Managers

How to Add Users

Buying & Removing Seats

Updating User Configuration

Lead Management

Manage Pipeline Automation

Duplicates Report

Lead View Deduplication

Deduplication by List or Campaign

Manage Lead Recycling

All About Integrations

Integration Strategies

Pipedrive Integration using Zapier

Set Appointments With Zapier

Setup Text Messaging Integration

Analysis and Reports

Agent performance report

List activity report

Detailed Report

Configure Agent Reports