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FAQ
FAQ
Frequently Asked Questions
41 articles in this collection
Written by
Jeppe Liisberg,
Daniel Vincent,
and
Carlos Chersia
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
Import, Export and Integration of data
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
Calling, Dialers and VOIP (Voice Over IP) software
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
Account and User Management
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
Lead Management and Workflow
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
General questions
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