Getting Started

Introductions to the various features in myphoner

Jeppe Liisberg avatar Daniel Vincent avatar Carlos Chersia avatar
30 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.
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Written by Jeppe Liisberg
Updated over a week ago

Defining and configuring fields

Tweak your lead data to work the way you want it.
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Written by Jeppe Liisberg
Updated over a week ago

Email Template

How cam I create and use email templates?
Carlos Chersia avatar
Written by Carlos Chersia
Updated over a week ago

Tweaking your List with settings

Configure agent access, Segments, deduplication and more...
Jeppe Liisberg avatar
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.
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Written by Jeppe Liisberg
Updated over a week ago

Add leads manually to myphoner

Create an empty list and add leads manually
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Written by Jeppe Liisberg
Updated over a week ago

How to Create Lead Segments

Split a list by filtering on configurable conditions.
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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.
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Written by Jeppe Liisberg
Updated over a week ago

Automated Deduplication

How to handle duplicate leads in bulk operations
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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.
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Written by Jeppe Liisberg
Updated over a week ago

How to Export Your Data

Easily download your lists to Excel or CSV
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Written by Jeppe Liisberg
Updated over a week ago