Myphoner

New To Myphoner? Start Here

Jeppe Liisberg

Mariana

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 Use the Email Dropbox

How cam I create and use email templates?

Email Template

Prospecting workflow

Fully integrated telephony, baked right into the platform

Using Myphoner Voice

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

Understanding Voicemail Disposition

Learn how to setup text messaging for your team.

Setup Text Messaging Integration

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

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

Using a smartphone with Myphoner

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

Connect your Twilio account

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

Create and Add The Caller ID

Groups of phone numbers/Caller IDs with smart behavior

Smart CIDs

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

Time Tracking for Managers

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

How to Add Users

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

Enhanced Email Integrations

Buying & Removing Seats

User management

How to move leads using pre-configured rules

Manage Pipeline Automations

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

How to Migrate Leads Between Lists

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

Automatic Deduplication

Deduplication by List or Campaign

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

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.