FAQ

Upgrade Your Editor

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

Written by Daniel Vincent
Updated over a week ago

How do I import an excel file to Myphoner?

Can I upload an excel spreadsheet directly?

Written by Jeppe Liisberg
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?

Written by Jeppe Liisberg
Updated over a week ago

How to bulk update leads

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

Written by Jeppe Liisberg
Updated over a week ago

Do you integrate with my CRM system?

Written by Daniel Vincent
Updated over a week ago

How do I get started with Zapier

Written by Jeppe Liisberg
Updated over a week ago

Call Recording Setup & Use

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

Written by Daniel Vincent
Updated over a week ago

How do I activate the dialler?

How do I start calling? Where is the phone?

Written by Jeppe Liisberg
Updated over a week ago

What VOIP software do you support?

Written by Jeppe Liisberg
Updated over a week ago

How do I enable auto-dial?

Written by Jeppe Liisberg
Updated over a week ago

Setting Up Payment in Myphoner

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

Written by Daniel Vincent
Updated over a week ago

Archiving a User

Learn the benefits of archiving a user versus deleting one.

Written by Daniel Vincent
Updated over a week ago

How do I change my subscription?

Written by Jeppe Liisberg
Updated over a week ago

Live Monitoring

How to monitor agent activities when using the dialer

Written by Daniel Vincent
Updated over a week ago

How do I cancel my subscription?

How do I delete my account?

Written by Jeppe Liisberg
Updated over a week ago

How do I add or remove users?

Written by Jeppe Liisberg
Updated over a week ago

How do I change my time zone?

Written by Jeppe Liisberg
Updated over a week ago

Using Your API Key

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

Written by Daniel Vincent
Updated over a week ago

Searching Leads

How to allow agents to search all leads in the account

Written by Daniel Vincent
Updated over a week ago

Advanced Filters

Understand how to enable advanced queue filters

Written by Daniel Vincent
Updated over a week ago

Can multiple agents work on the same list?

Written by Jeppe Liisberg
Updated over a week ago

What is a Blocklist?

How to setup a DNC list within Myphoner

Written by Daniel Vincent
Updated over a week ago

Can I change dispositions?

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

Written by Daniel Vincent
Updated over a week ago

Delete Leads

How can I delete leads?

Written by Carlos Chersia
Updated over a week ago

What happen when I merge duplicate leads?

Written by Jeppe Liisberg
Updated over a week ago

How do I delete a lead?

Written by Jeppe Liisberg
Updated over a week ago

How do I delete a list?

Written by Jeppe Liisberg
Updated over a week ago

How to use the text editor & upload images

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

Written by Daniel Vincent
Updated over a week ago

Does Myphoner have an API?

Questions relating to API's

Written by Daniel Vincent
Updated over a week ago

Non-Conclusive Conversation

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

Written by Daniel Vincent
Updated over a week ago

What are colleagues?

Understanding what colleagues are in Myphoner

Written by Daniel Vincent
Updated over a week ago

Understanding Agent Report Metrics

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

Written by Daniel Vincent
Updated over a week ago

How do I download a list?

Where is the option to download a list?

Written by Carlos Chersia
Updated over a week ago

What languages do you support?

Written by Jeppe Liisberg
Updated over a week ago

Does this software work in my country?

Written by Jeppe Liisberg
Updated over a week ago

Detailed Report

How to create a detailed report within the Review tab

Written by Carlos Chersia
Updated over a week ago

Is my data safe with you?

Are you compliant with GDPR

Written by Jeppe Liisberg
Updated over a week ago

Lists Report

How to Create List Reports within the Review Tab

Written by Carlos Chersia
Updated over a week ago

Agents Report

How to create an Agent Report via under the Review tab

Written by Carlos Chersia
Updated over a week ago

Lock Notification Icon

Learn what the lock icon means and how it works

Written by Daniel Vincent
Updated over a week ago

Reset Your Password/Forgot Password

How to Reset Your Password

Written by Daniel Vincent
Updated over a week ago