General information

Phonexa macOS app

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Phonexa mobile app

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Product Configuration: Advanced Settings

Manage your settings and add features to your products. This page will guide you through product configuration and advanced settings.

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Mandatory Two-Factor Authentication

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Global Dashboard

Review the performance of all Phonexa components via Global Dashboard. Switch between all tools with ease using a single dashboard.

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Alternative domains

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Product Builder

Create custom products with Product Builder. Walk through our step-by-step guide on how to add and configure your products.

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Event schedule integration

Take advantage of event schedule integration. Phonexa offers custom PHP integrations that can be used to display events on your platform.

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CCPA

The CCPA feature allows you to add an unsubscribe link with additional keys (not mandatory) to your JS Form.

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API Access

Change existing API keys or add new ones with API Access. Get detailed documentation and access to your API keys.

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Event Schedule

Event schedule makes editing and reviewing your meeting and event details simple. Change existing events or add new ones with a few clicks.

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How to activate the product?

Learn how to activate the product at Phonexa dashboard. This guide has simple step-by-step instructions on how to configure new products.

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Message Templates

Adding a finishing touch to your message templates is simple. This page shows how to edit templates in LMS Sync and Call Logic messages.

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"Contact Us" page

As an affiliate, you can add an email relay to your LMS SYNC. Add a simple and effective "Contact Us" page following our guide.

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White Label

Here’s everything you need to know about the White Label feature for LMS Sync or Call Logic and high-class DDoS protection service.

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Security Audit Page

Concerned about the safety of your account? Check our recommendations in this quick guide to the security audit page.

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Appearance Customization

Looking to customize the system appearance? Here’s what you need to know about appearance customization available in your Project Settings.

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Public documents

Wondering if you can store legal documents in the Phonexa system? Check our quick guide to Public documents for detailed instructions.

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Employee Registration using Documents

Looking to set up or receive Documents from the system? Check our quick guide to employee registration using Documents.

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Custom Menu Section

Wondering how you can create a custom menu section and add it to the main menu? Check our quick guide for detailed instructions.

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Comment Groups

Wondering how you can enable specific user groups to see comments? Check our quick guide to the Comment Groups section.

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Reporting Discrepancies Explained

Phonexa users now have the most common reporting discrepancies explained. Check this article for more information.

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How to set up a default product for the reports

Wondering if you can prioritize any of the products? Find out how to set up a default product for the reports in a few steps.

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How to Enable Remote Support

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Request New Integration

Wondering if you can submit an integration request for a specific Buyer? Check our short guide and learn how to request new integration.

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System Updates

Wondering how to keep abreast of all the system updates? Check our detailed guide and learn how you can find all the relevant information.

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Management

Looking for a way to assign tickets to specific departments? Check our guide to the Management section for detailed instructions.

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Tickets

Here is how you can use the Tickets section to find, view, download or edit the status of any ticket in the Phonexa system.

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Leads Test

Looking to test your leads? Check our quick guide and learn how to successfully run a leads test in the Phonexa system.

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Tickets with Phonexa

Wondering if you can view the communication with Phonexa’s support? Check our quick guide to the Tickets with Phonexa section.

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How to use the Phonexa support chatbox

Looking to contact Phonexa’s support team instantly? Check this short guide and learn how to use the Phonexa support chatbox.

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Opt-Intel System Roles Permissions

Wondering what are system roles? Here is everything you need to know about the levels of access in the Phonexa system.

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How to Create a New User

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E-Delivery System Roles Permissions

Wondering what are system roles in E-Delivery? Here is everything you need to know about the levels of access in the Phonexa system.

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Sub-user Account

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Lynx System Roles Permissions

Wondering what are system roles? Here is everything you need to know about the levels of access in the Phonexa system.

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Lynx affiliate registration as a publisher

Register as an LMS or Call Logic publisher within the Phonexa network. A step-by-step guide on LYNX affiliate registration as a publisher.

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Publisher registration as a Lynx affiliate

Publisher registration as a LYNX affiliate and everything related to it. Enroll in the Phonexa LYNX program within minutes.

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Support System Role

Looking to assign a Support Role to a user? Check our quick guide and find out everything there is to know about the Support System Role.

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Registration page for publishers

Check these detailed guidelines on how to create custom forms and display the documents on the registration page for publishers.

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How to set up a default Publisher

Looking to assign the default Publisher? Find out how to set up a default Publisher in the Phonexa system in three easy steps.

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LMS\Call Logic System Roles Permissions

Wondering what are system roles? Here is everything you need to know about the levels of access in the Phonexa system.

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How to update your Phone Number and Email configurations

Check these detailed instructions on how to update your Phone Number and Email configurations in the Phonexa system.

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How to set up a new Buyer

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How to Set Up Two-Factor Authentication

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Change Password in the Profile

Wondering how you can change password in the profile section? Check this short guide for detailed instructions.

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How to create a new Publisher

Looking to register a new Publisher? Check our quick guide on how to create a new Publisher in the Phonexa system.

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Owner Instance Password Recovery and Backup Login Methods

Wondering how to receive the new password? Check this detailed guide to Owner Instance Password Recovery and Backup Login Methods.

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Reset password

Forgot your password? Check this step-by-step instruction on how you can reset password in the Phonexa system.

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Reset Password with Two-Factor Authentication

Looking to reset the system password for your employees? Check our short guide on how to reset password with Two-Factor Authentication.

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New User Registration on the Instance

Check our quick guide on how to successfully navigate the system and manage new user registration on the instance.

Written by Support At Phonexa
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Change Password Under Admin Role

Wondering if you can change passwords for other users of the system? Here’s a quick guide on how to change password under the admin role.

Written by Support At Phonexa
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Team

Here’s everything you need to know about using the Team section to create employee lists and manage information about the team members.

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How to Create a Publisher Agent

Looking to assign a Publisher Agent role? Check these detailed instructions on how to create a Publisher Agent role in the Phonexa system.

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How To Manage Agent Settings

Check this step-by-step instruction on how to manage Agent Settings and learn how to successfully view or edit settings in the systems.

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How To Set Up the Primary Cell Phone Number

Is there a simple way to add or manage your primary phone number? Find out in our guide on how to set up the Primary Cell Phone Number.

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Trusted IP List

Learn how you can add new IP addresses to the Trusted IP List and manage them effortlessly in our short guide.

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Campaign

What is a Campaign and why do you need to create one? Here is everything you need to know about campaign types in the Phonexa system.

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Publisher

What is the role of a Publisher in the Phonexa system? Check our short guide and find out everything there is to know about Publishers.

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Post

What is Post and why do you need it? Here is everything you need to know about Post types in the Phonexa system.

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Buyer

What is the role of a Buyer in the Phonexa system? Find out everything there is to know about Buyers registered in the system.

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Ping Tree

What is a ping tree? Here’s everything you need to know about Phonexa’s ping tree and ping tree types LMS Sync and Call Logic support.

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Form

What is a form and how is it used by Publishers? Here is everything you need to know about the role of forms in the system.

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Updated over a week ago

Lead

What is a Lead and how is it used in the system? Check this short guide and find out about the role of Leads in the Phonexa system.

Written by Support At Phonexa
Updated over a week ago