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Getting Started
Getting Started
Introductions to the various features in myphoner
25 articles in this collection
Written by
Jeppe Liisberg,
Daniel Vincent,
and
Carlos Chersia
Data management and configuration
Upload a list of leads
How to import leads from an excel or csv file.
Written by
Jeppe Liisberg
Updated over a week ago
Defining and configuring fields
Tweak your lead data to work the way you want it.
Written by
Jeppe Liisberg
Updated over a week ago
Email Template
How cam I create and use email templates?
Written by
Carlos Chersia
Updated this week
Tweaking your List with settings
Configure agent access, Segments, deduplication and more...
Written by
Jeppe Liisberg
Updated over a week ago
Import from a CRM or Contact Manager
Use our PieSync connector to import your contacts from other apps.
Written by
Jeppe Liisberg
Updated over a week ago
Add leads manually to myphoner
Create an empty list and add leads manually
Written by
Jeppe Liisberg
Updated over a week ago
How to Create Lead Segments
Split a list by filtering on configurable conditions.
Written by
Jeppe Liisberg
Updated over a week ago
How to Migrate Leads Between Lists
Use migrations to move or export leads, or change their status in myphoner.
Written by
Jeppe Liisberg
Updated over a week ago
Automated Deduplication
How to handle duplicate leads in bulk operations
Written by
Jeppe Liisberg
Updated over a week ago
Configure Integrations
Learn how to connect myphoner with other tools to sync your data or automate your workflow.
Written by
Jeppe Liisberg
Updated over a week ago
How to Export Your Data
Easily download your lists to Excel or CSV
Written by
Jeppe Liisberg
Updated over a week ago
Prospecting workflow
Work Your Queue
How do I select the next lead to call?
Written by
Jeppe Liisberg
Updated over a week ago
Distribute leads to your team
How claiming and dynamic lead distribution works
Written by
Jeppe Liisberg
Updated over a week ago
Set Appointments With Zapier
Learn how to setup your calendar with Myphoner and simply set meetings.
Written by
Daniel Vincent
Updated over a week ago
How to Send Email
We provide a simple yet powerful email integration with email templates through your own email account.
Written by
Jeppe Liisberg
Updated over a week ago
How to Use the Email Dropbox
Easily track email conversations by using your personal email dropbox.
Written by
Jeppe Liisberg
Updated over a week ago
Setting up telephony
Using Myphoner Voice
Fully integrated telephony, baked right into the platform
Written by
Jeppe Liisberg
Updated over a week ago
Using a smartphone with Myphoner
Get your iPhone or Android hooked up to do your Myphoner calls.
Written by
Jeppe Liisberg
Updated over a week ago
Connect your Twilio account
How to use our built-in webphone to call with your own Twilio account
Written by
Jeppe Liisberg
Updated over a week ago
Create and Add The Caller ID
How do I create a caller ID and add it to a user or list?
Written by
Carlos Chersia
Updated over a week ago
Using a softphone with Myphoner
How do I set up a voip phone such as skype or zoiper to work with Myphoner
Written by
Jeppe Liisberg
Updated over a week ago
Using Google Voice with Myphoner
Written by
Jeppe Liisberg
Updated over a week ago
User management
How to Add Users
Start working in a team. Learn how to add and manage users here.
Written by
Jeppe Liisberg
Updated over a week ago
Enhanced Email Integrations
Learn how to add the same email to multiple users and lists.
Written by
Daniel Vincent
Updated over a week ago
Buying & Removing Seats
Buying Seats & Adding Users
Written by
Daniel Vincent
Updated over a week ago