Getting Started

Introductions to the various features in myphoner

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18 articles in this collection
Written by Jeppe Liisberg

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

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

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

Tweaking your List with settings

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

Using a softphone with myphoner

How do I set up a voip phone such as skype or zoiper to work with myphoner
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Written by Jeppe Liisberg
Updated over a week ago

Using an iPhone with myphoner

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Written by Jeppe Liisberg
Updated over a week ago

Using an Android phone with myphoner

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Written by Jeppe Liisberg
Updated over a week ago

Using Google Voice with myphoner

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Written by Jeppe Liisberg
Updated over a week ago

Work Your Queue

How do I select the next lead to call?
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Written by Jeppe Liisberg
Updated over a week ago

Distribute leads to your team

How claiming and dynamic lead distribution works
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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.
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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.
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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

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 Export Your Data

Easily download your lists to Excel or CSV
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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