How to use Contact Notes

Capturing notes during a dial session and after a live conversation is a crucial aspect of using PhoneBurner. This practice enables you to retain important information about a contact for future reference and track call outcomes effectively.

There are two distinct note fields available:

Description Field:

These notes are designed for recording general information about the contact that you want to remember. For instance, details like the fact that they have five children and are passionate about soccer or that they recently relocated to California and are working remotely.

Add a Note Field:

These notes are intended to help you record a chronological series of details about a contact such as documenting call outcomes, which will be automatically recorded when you disposition a call, or capturing specific notes related to conversations with a contact, which will need to be manually logged. This could include notes about their interest in proceeding with an appointment or a reminder to call them back in three months if they're still under contract with a competitor.

Keep in mind that once you disposition a call, PhoneBurner will move on to the next contact. Accordingly, you should record notes before dispositioning the call. If you happen to disposition a call before all of your notes are captured, you can always pause your dial session and find/edit the appropriate contact record.

If you navigate to another page after making any note changes, that data will auto-save within the contact record.

Contact Records with Notes

You can also click into a specific record and add notes outside of a dial session. 

To display note fields when viewing your contact record list, follow these instructions here. 

Frequently Asked Questions:

Can others on my team view these notes?

Yes, all previous notes on a contact can be viewed by the current owner of the contact.

Can you search or filter contacts by notes?

Yes, view this article here to find out how. 

How can I print my contacts with notes included?

View this article here on the steps on how to add notes to be printed. 

I was using the previous notes feature. What happened to the notes that I recorded before the release of this new notes experience?

Old notes will be added at the bottom of your new notes and marked as "Legacy Notes".

Will there be any changes to the way I would export my notes?

No, notes will be exported the same way.

Why was I moved to this new notes experience? 

The new notes experience improved how notes are formatted, saved, and displayed in both the contact record and live dial session. The display is clean and simple, allowing each note to have a distinct time-stamped record for easy record-keeping. The new note taker will automatically record dispositions and auto-save notes if you accidentally leave the page. The most recent note is displayed first to provide dialers with immediate insight into the last interaction.