Getting Started

New To Myphoner? Start Here

Learn how to setup Myphoner

Written by Daniel Vincent
Updated this week

Upload a list of leads

How to import leads from an excel or csv file.

Written by Jeppe Liisberg
Updated this week

Defining and configuring fields

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

Written by Jeppe Liisberg
Updated this week

Tweaking your List with settings

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

Written by Jeppe Liisberg
Updated this week

Add leads manually to myphoner

Create an empty list and add leads manually

Written by Jeppe Liisberg
Updated this week

How to Create Lead Segments

Split a list by filtering on configurable conditions.

Written by Jeppe Liisberg
Updated this week

Automated Deduplication

How to handle duplicate leads in bulk operations

Written by Jeppe Liisberg
Updated this week

Enable Auto claiming

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

Written by Daniel Vincent
Updated this week

Queue Algorithm

Implement account wide queue settings that work for your team

Written by Daniel Vincent
Updated this week

Work Your Queue

How do I select the next lead to call?

Written by Jeppe Liisberg
Updated this week

Distribute leads to your team

How claiming and dynamic lead distribution works

Written by Jeppe Liisberg
Updated this week

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 this week

How to Use the Email Dropbox

Easily track email conversations by using your personal email dropbox.

Written by Jeppe Liisberg
Updated this week

Email Template

How cam I create and use email templates?

Written by Carlos Chersia
Updated this week

Using Myphoner Voice

Fully integrated telephony, baked right into the platform

Written by Daniel Vincent
Updated this week

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 this week

Uploading Voicemail

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

Written by Daniel Vincent
Updated this week

Call Groups And Flows

Set up your call groups and flows!

Written by Carlos Chersia
Updated this week

Using a smartphone with Myphoner

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

Written by Jeppe Liisberg
Updated this week

Connect your Twilio account

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

Written by Jeppe Liisberg
Updated this week

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 this week

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 this week

Using Google Voice with Myphoner

Written by Jeppe Liisberg
Updated this week

Time Tracking for Managers

Manage all time tracking features!

Written by Carlos Chersia
Updated this week

How to Add Users

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

Written by Jeppe Liisberg
Updated this week

Configure Agent Reports

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

Written by Daniel Vincent
Updated this week

Enhanced Email Integrations

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

Written by Daniel Vincent
Updated this week

Buying & Removing Seats

Buying Seats & Adding Users

Written by Daniel Vincent
Updated this week

Manage Pipeline Automations

How to move leads using pre-configured rules

Written by Daniel Vincent
Updated this week

Manage Clients

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

Written by Carlos Chersia
Updated this week

Saved Exports

Learn how to easily save and run exports out of Myphoner

Written by Daniel Vincent
Updated this week

Duplicates Report

Written by Carlos Chersia
Updated this week

Lead View Deduplication

Written by Carlos Chersia
Updated this week

Automatic Deduplication

Find your duplicates!

Written by Carlos Chersia
Updated this week

Deduplication by List or Campaign

find duplicates in a specific list!

Written by Carlos Chersia
Updated this week

Configure Integrations

Learn how to connect myphoner with other tools to sync your data or automate your workflow.

Written by Jeppe Liisberg
Updated this week

Pipedrive Integration

Learn how to send a qualified lead to Pipedrive

Written by Daniel Vincent
Updated this week

Set Appointments With Zapier

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

Written by Daniel Vincent
Updated this week

Import from a CRM or Contact Manager

Use our PieSync connector to import your contacts from other apps.

Written by Jeppe Liisberg
Updated this week