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Getting Started
Getting Started
Introductions to the various features in myphoner
48 articles in this collection
Written by
Jeppe Liisberg
and
Mariana
New To Myphoner? Start Here
Learn how to setup Myphoner
Written by
Jeppe Liisberg
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
Jeppe Liisberg
Updated over a week ago
Queue Algorithm
Implement account wide queue settings that work for your team
Written by
Jeppe Liisberg
Updated over a week ago
Create Text Message Templates
Easily create & edit text message templates for your team
Written by
Jeppe Liisberg
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
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
Understanding Voicemail Disposition
Why is there a button with a tape recording icon in my dialler?
Written by
Jeppe Liisberg
Updated over a week ago
Setup Text Messaging Integration
Learn how to setup text messaging for your team.
Written by
Jeppe Liisberg
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
Mariana
Updated over a week ago
Uploading Voicemail
Learn how to add a new voicemail message for agents to use.
Written by
Jeppe Liisberg
Updated over a week ago
Call Groups And Flows
Set up your call groups and flows!
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
Jeppe Liisberg
Updated over a week ago
Smart CIDs
Groups of phone numbers/Caller IDs with smart behavior
Written by
Jeppe Liisberg
Updated over a week ago
Using click-to-dial with a softphone with Myphoner
How do I set up click-to-dial with a voip phone such as skype or zoiper to work with Myphoner
Written by
Jeppe Liisberg
Updated over a week ago
Using click-to-dial with RingCentral
RingCentral users can use the RingCentral softphone desktop app to automatically dial a number by clicking on the phone number.
Written by
Jeppe Liisberg
Updated over a week ago
Using click-to-dial with Zoom Phone
Zoom Phone users can enable the click-to-dial feature to automatically dial a number by clicking on the phone number.
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
Jeppe Liisberg
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
Enhanced Email Integrations
Learn how to add the same email to multiple users and lists.
Written by
Jeppe Liisberg
Updated over a week ago
Buying & Removing Seats
Buying Seats & Adding Users
Written by
Jeppe Liisberg
Updated over a week ago
Lead Management
Manage Pipeline Automations
How to move leads using pre-configured rules
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
Manage Clients
All you need to know about the "clients" tab and how to use it!
Written by
Jeppe Liisberg
Updated over a week ago
Saved Exports
Learn how to easily save and run exports out of Myphoner
Written by
Jeppe Liisberg
Updated over a week ago
Duplicates Report
Written by
Jeppe Liisberg
Updated over a week ago
Lead View Deduplication
Written by
Jeppe Liisberg
Updated over a week ago
Automatic Deduplication
Find your duplicates!
Written by
Jeppe Liisberg
Updated over a week ago
Deduplication by List or Campaign
find duplicates in a specific list!
Written by
Jeppe Liisberg
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
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
Jeppe Liisberg
Updated over a week ago
Analysis and Reports
Agent performance report
Understand and review activity of your agents
Written by
Jeppe Liisberg
Updated over a week ago
List activity report
Understand and review activity on a per-campaign or per-list basis
Written by
Jeppe Liisberg
Updated over a week ago
Detailed Report
How to create a detailed report within the Review tab
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
Jeppe Liisberg
Updated over a week ago