FAQ

Upgrade Your Editor

Learn about the benefits of upgrading from Markdown to the new Wysiwyg editor.

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Updated over a week ago

How do I import an excel file to Myphoner?

Can I upload an excel spreadsheet directly?

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Updated over a week ago

How do I import into an existing list?

Can I upload a file and append it to or update an existing list?

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How to bulk update leads

Use export/import with UUIDs to easily edit and update leads in bulk

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Do you integrate with my CRM system?

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How do I get started with Zapier

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Call Recording Setup & Use

Decide if calls should be recorded and who should have access to them when using Myphoner Voice

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How do I activate the dialler?

How do I start calling? Where is the phone?

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What VOIP software do you support?

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How do I enable auto-dial?

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Setting Up Payment in Myphoner

Learn how to quickly setup your billing address & payment method in Myphoner

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Microsoft Single Sign On (SSO)

How to setup SSO from Microsoft within Myphoner

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Archiving a User

Learn the benefits of archiving a user versus deleting one.

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How do I change my subscription?

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Live Monitoring

How to monitor agent activities when using the dialer

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How do I cancel my subscription?

How do I delete my account?

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How do I add or remove users?

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How do I change my time zone?

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Using Your API Key

What is an API key and how do I use it?

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Searching Leads

How to allow agents to search all leads in the account

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Advanced Filters

Understand how to enable advanced queue filters

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Can multiple agents work on the same list?

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What is a Blocklist?

How to setup a DNC list within Myphoner

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Can I change dispositions?

Dispositions otherwise known as action buttons are completely configurable to suit you're unique needs

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Delete Leads

How can I delete leads?

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What happen when I merge duplicate leads?

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How do I delete a list?

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How to use the text editor & upload images

How to use our built in editor to easily create templates, scripts & more

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Does Myphoner have an API?

Questions relating to API's

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Non-Conclusive Conversation

Learn what a non-conclusive conversation is and how to set it up within Myphoner.

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What are colleagues?

Understanding what colleagues are in Myphoner

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Understanding Agent Report Metrics

Learn about the different agent report metrics & what they mean.

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How do I download a list?

Where is the option to download a list?

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Does this software work in my country?

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Is my data safe with you?

Are you compliant with GDPR

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Lock Notification Icon

Learn what the lock icon means and how it works

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Reset Your Password/Forgot Password

How to Reset Your Password

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