The Begin Dial Session Button Is Missing in Salesforce

With some installations, the Begin PhoneBurner Dial Session button may not initially appear from the Contacts or Leads views in your Salesforce account. Follow these steps to manually add this button to your pages in Salesforce:

Adding the button to the Contacts tab in Salesforce (Classic):

1. Click the Setup link at the top right
2. Expand the 'Customize' option on the left, and go down to 'Contacts'
3. From under 'Contacts', go to 'Search Layouts'
4. Click the "Edit" link next to 'search results' and also 'Contacts List View'
5. Move the Begin PhoneBurner Session button from the Available Buttons field on the left to the field on the right, then click save. 

Adding the button to the Leads tab in Salesforce (Classic):

1. Click the Setup link at the top right
2. Expand the Customize option on the left, and go down to Leads
3. From under Leads, go to Search Layouts
4. Click the Edit link next to 'search results' and also 'Leads List View'
5. Move the Begin PhoneBurner Session button from the Available Buttons field on the left to the field on the right, then click save.

Adding the button to the Contacts tab in Salesforce (Lightning):

1. Click Setup link at the top right
2. Click Object Manager towards the top middle
3. Click Contact (in alphabetical order)
4. Click Search Layouts on the lefthand side
5. Click Edit for List View and Search Results
6. Move the button Begin PhoneBurner Session to the Selected Buttons field and click save.  

Adding the button to the Leads tab in Salesforce (Lightning):

1. Click Setup link at the top right
2. Click Object Manager towards the top middle
3. Click Lead (in alphabetical order)
4. Click Search Layouts on the lefthand side
5. Click Edit for List View and Search Results
6. Move the button Begin PhoneBurner Session to the Selected Buttons field and click save.  

NOTE: IF your Salesforce instance in Lightning looks different than this, it may be that some changes have been made in your system .

Try this instead: 

1. Click Setup link at the top right
2. Click Object Manager towards the top middle
3. Click Contact or Leads (in alphabetical order)
4. Click Search Layouts on the lefthand side
5. Click Edit for Default Layout  
6. Move the button Begin PhoneBurner Session to the Selected Buttons field and click save.  

7.  Click "search layouts for classic view"  and edit on the list view and repeat step 6.