Lead delegation, new field types, improved segmentation
June has seen some extensive polishing of some of the core functionality in myphoner. We’ve been working on making already great features even better, as well as stabilizing the platform and streamlining incident handling.
We’re excited to note that myphoner is turning into a highly reliable, full-featured, scalable platform. This post tells you a bit about some of the most interesting things we’ve been working on lately.
Any team member can now delegate leads to their colleagues. Just hit the “Delegate” button below the comment field and choose who will receive the lead.
The lead will be marked as claimed by the receiving agent once you hit an action button. We recommend setting a follow-up time and using the “Call back” action when delegating, to make sure the receiving agent takes proper action on the lead.
New Field Types
We have introduced two new types you can apply to your lists fields: “Date” and “Options”.
When using the “Date” type, the content of the field will be parsed into a date, and a date picker will be provided for easier fill-in when editing the lead.
A field with the “Options” type will let you configure a fixed set of options, which agents can then choose between when editing the lead.
Improved Filter Conditions for Segments and Migrations
June also saw a few significant improvements to filter conditions for segments and migrations.
The new options are:
- Date ranges
- Partial matches (field contains the specified text)
- Empty fields
In June, we also introduced centralized incident handling and created a status page for displaying the status of myphoner, as well as the statuses of all of the sub-systems that myphoner is made up of and relies on.
This means that, from now on, status.myphoner.com should be your go-to place if you experience anything unusual. If you see components with degraded performance and/or an open incident, you can relax – it means we’re on the case!
Hey, hello. I’m Jeppe
I'm an entrepreneur and web developer. I've built or helped build a handful of startups.
I strongly believe in dedicated software that solves one task, but solves it really well. During my experience as an internet entrepreneur, I never found that software for cold calling, so that's why I decided to build myphoner.
I'm very proud of what myphoner has become, and I'm dedicated to doing everything I can to make it stay a success. That's why I greet all new customers personally and always read and reply to the feedback I get.