Myphoner

New To Myphoner? Start Here

Jeppe Liisberg

Introductions to the various features in myphoner

Getting Started

How to import leads from an excel or csv file.

Upload a list of leads

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

Defining and configuring fields

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

Tweaking your List with settings

Create an empty list and add leads manually

Add leads manually to Myphoner

Split a list by filtering on configurable conditions.

How to Create Lead Segments

How to handle duplicate leads in bulk operations

Automated Deduplication

Data management and configuration

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

Enable Auto claiming

Implement account wide queue settings that work for your team

Queue Algorithm

Easily create & edit text message templates for your team

Create Text Message Templates

Work Your Queue

How claiming and dynamic lead distribution works

Distribute leads to your team

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

How to Send Email

Easily track email conversations by using your personal email dropbox.

How to Log Emails in Myphoner Using the Email Dropbox

How cam I create and use email templates?

Email Template

Understand when and how Myphoner automatically bump leads to the top of the queue

How to make replies and callbacks auto-queue your leads

Prospecting workflow

Fully integrated telephony, baked right into the platform

Using Myphoner Voice

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

Create and Add Phone Numbers

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

Understanding Voicemail Disposition

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

Intelligent retry

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

Uploading Voicemail

Call Groups And Flows

How the dialer works when a lead holds more than one phone number

Sequential dialing: Power Dialer behavior with multiple numbers on a lead

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

Using a smartphone with Myphoner

Groups of phone numbers/Caller IDs with smart behavior

Smart CIDs

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

Connect your Twilio account

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

Using click-to-dial with a softphone with Myphoner

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

Using click-to-dial with RingCentral

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

Using click-to-dial with Zoom Phone

Using Google Voice with Myphoner

Setting up telephony

Learn how to setup the same e-mail to send from multiple users and lists.

Configuring E-mail in Myphoner

Set up forwarding for verified sender addresses to get replies directly in Myphoner while still having them in your inbox as usual.

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

How to configure and use email in Myphoner

Setting up email

Time Tracking for Managers

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

How to Add Users

Buying & Removing Seats

Learn how to update user information & configurations as an admin

Updating User Configuration

User management

How to move and/or change leads using pre-configured rules

Manage Pipeline Automation

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

Manage Clients

Learn how to easily save and run exports out of Myphoner

Saved Exports

Duplicates Report

Lead View Deduplication

Deduplication by List or Campaign

How to auto-expire and recycle leads in Myphoner

Manage Lead Recycling

Lead Management

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

Integration Strategies

Learn how to send a qualified lead to Pipedrive

Pipedrive Integration using Zapier

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

Set Appointments With Zapier

Learn how to setup text messaging for your team.

Setup Text Messaging Integration

How to connect and enable data synchronization between HubSpot and Myphoner

Setting up the HubSpot integration

All About Integrations

Understand and review activity of your agents

Agent performance report

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

List activity report

How to create a detailed report within the Review tab

Detailed Report

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

Configure Agent Reports

Analysis and Reports

Privacy Policy

Terms of Use

Find answers and get help from Intercom Support and Community Experts

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