Views

PhoneBurner - Dialing Template

Primary Use This view will be used as the central app hub. This view is where you will start your dial session.

Views

Home

The Main Table view is your main board where you will can add /modify your items within the board.

Dial Session View

The Dial Session View is where you will start your dialing session. This view will allow you to filter the contacts for a dialing session and is also where you will find the app settings and call metrics.

Items

Item Terminology : "Records"

Item Purpose: Each item is a record itself.

Sync Integrations

1. “When an item is created create record in PhoneBurner”
   (This integration is straightforward and will sync any items on their point of entry to monday.com)

2. “When any column changes update record in PhoneBurner”
   (This integration is also required and ensures that all data is up to date in PhoneBurner)

3. “When dial session is completed in PhoneBurner, update item in this board"
   (This integration will sync data modified inside of PhoneBurner into monday when a call is completed)

Toolbelt Integrations

1. "When a note is added in PhoneBurner, create an update"
   (This integration will create a note inside the updates section inside of monday when you leave a note inside of PhoneBurner)

2. "When a contact is dialed using PhoneBurner, set date to today"
   (This integration will set a date column to the date you called a record)

3. "When disposition is clicked in PhoneBurner, set status to something"
   (This integration will allow you to track the dispositions clicked in PhoneBurner during a dial session)

4. "When a call is connected via PhoneBurner, set status to something"
   (This integration will be used to track if a call was connected)

5. "When a call is not connected via PhoneBurner, set status to something"
   (This integration will be used to track if a call was not connected)

Actionable Columns

Extra Features and App Settings

Click-to-Dial Feature

To use Click-to-Dial, make sure the item/prospect has a number inside of the phone column. Once a number is added, click “open” or select the conversation bubble on any item and switch to the “Click to Dial” view.

If you are logged in, you will have to set the “Phone” column in the settings in the upper right-hand corner of the "Click-to-Dial" view where there will be a gear symbol. This is where you will assign your phone column. (Note if you create a new phone column make sure to use a “Text” field rather than an actual “Phone” field as it’s not yet supported).

If you use a dialer preset you are able to set this as a default option inside the "Click-to-Dial" view settings where you select the Phone Column. Navigate to the "dialer presets" setting inside of PhoneBurner and click edit on the desired preset and copy the 4-digit code at the end of the URL and past it in the "code"

Analytics Widget

Within the "dial session" view you will see a call analytics widget. This can be used as a mini analytics dashboard for you to see your calling statistics. Using the drop-down option attached to the widget, you will be able to filter the analytics to your liking.

App Settings

Power Dialing: Use this setting to choose whether you want to power dial. Turning this on means when you start a dialing session it will go from contact to contact immediately after the first call ends. Turning this off will stop the dialing session after each call and will prompt you to manually start the next call.

Manage Accounts: Use this setting to manage your accounts. You are able to remove and add accounts through this setting. Clicking the trashcan next to an account will remove it from the system.

Documentation: If you are stuck or need help, check out the documentation as this will contain information on everything about the app.

? Get Support: This will redirect you to a form request and will allow you to submit a support request incase you need help.

Book a Demo: This will allow you to schedule a demo of the app incase you wanted to review what the app consists of and how it functions.

App Status: This setting is very helpful as it allows you to see if your connections between monday.com and PhoneBurner are good or bad.

PhoneBurner Settings: This will redirect you straight to PhoneBurner's settings page where you can manage your PhoneBurner settings.