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