Go to Myphoner
All Collections
Getting Started
Getting Started
Introductions to the various features in myphoner
+1
38 articles in this collection
Written by
Jeppe Liisberg,
Daniel Vincent,
Carlos Chersia
and 1 other
New To Myphoner? Start Here
Learn how to setup Myphoner
Written by
Daniel Vincent
Updated over a week ago
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
Tweaking your List with settings
Configure agent access, Segments, deduplication and more...
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
Automated Deduplication
How to handle duplicate leads in bulk operations
Written by
Jeppe Liisberg
Updated over a week ago
Prospecting workflow
Enable Auto claiming
Learn how to ensure your agents automatically claim leads based on a few rules
Written by
Daniel Vincent
Updated over a week ago
Queue Algorithm
Implement account wide queue settings that work for your team
Written by
Daniel Vincent
Updated over a week ago
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
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
Email Template
How cam I create and use email templates?
Written by
Carlos Chersia
Updated over a week ago
Setting up telephony
Using Myphoner Voice
Fully integrated telephony, baked right into the platform
Written by
Daniel Vincent
Updated over a week ago
Intelligent retry
Quick guide on how to use new "no answer time out", "postpone on busy" & "archive on invalid" features.
Written by
Volodymyr Diadchenko
Updated over a week ago
Uploading Voicemail
Learn how to add a new voicemail message for agents to use.
Written by
Daniel Vincent
Updated over a week ago
Call Groups And Flows
Set up your call groups and flows!
Written by
Carlos Chersia
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
Time Tracking for Managers
Manage all time tracking features!
Written by
Carlos Chersia
Updated over a week ago
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
Configure Agent Reports
Learn how to configure agent report card to show the data you really care about.
Written by
Daniel Vincent
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
Lead Management
Manage Pipeline Automations
How to move leads using pre-configured rules
Written by
Daniel Vincent
Updated over a week ago
Manage Clients
All you need to know about the "clients" tab and how to use it!
Written by
Carlos Chersia
Updated over a week ago
Saved Exports
Learn how to easily save and run exports out of Myphoner
Written by
Daniel Vincent
Updated over a week ago
Duplicates Report
Written by
Carlos Chersia
Updated over a week ago
Lead View Deduplication
Written by
Carlos Chersia
Updated over a week ago
Automatic Deduplication
Find your duplicates!
Written by
Carlos Chersia
Updated over a week ago
Deduplication by List or Campaign
find duplicates in a specific list!
Written by
Carlos Chersia
Updated over a week ago
All About Integrations
Integration Strategies
What you should consider when looking to integrate Myphoner with other apps
Written by
Jeppe Liisberg
Updated over a week ago
Pipedrive Integration using Zapier
Learn how to send a qualified lead to Pipedrive
Written by
Daniel Vincent
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