Taking inbound calls in PhoneBurner

Summary

This video explains how PhoneBurner premium users can efficiently manage inbound calls directly within the PhoneBurner system without forwarding calls to an external number. Key points include:

1. Activating Inbound Calls:

   • Sign in to your PhoneBurner account.
   • Ensure the green dot on the phone icon (upper-right corner) is visible — this indicates you’re ready to receive inbound calls.
   • If you prefer not to receive calls, switch the status to Do Not Disturb (red dot).

2. Receiving Inbound Calls:

   • When a prospect calls back, a notification window will appear, and an audible tone will alert you.
   • Click Accept to answer the call.
   • Ensure your browser is set to allow PhoneBurner to access your headset.

3. Call Management Tools:

   • Use the Mute button for private conversations.
   • Access the keypad to navigate phone menus.
   • Click View Contact to open the contact’s record for note-taking or reference.

4. Ending and Dispositioning the Call:

   • After ending the call, assign a disposition (e.g., Follow-up).
   • If a follow-up is required, set the appropriate date before confirming the disposition.
   • All updates, including the call log and follow-up details, will automatically sync to the contact’s record.

This feature enables PhoneBurner premium users to manage both outbound and inbound calls efficiently, ensuring better customer engagement and improved productivity.

Tags

PhoneBurner premium, inbound call management, call disposition, CRM automation, sales productivity, contact management, customer follow-up, phone system integration, outbound calling efficiency, call tracking

Cleaned-Up Transcript

With a PhoneBurner Premium account, you can take advantage of the PhoneBurner Power Dialer to improve outbound dialing efficiency — handling up to 60-80 calls per hour.

But did you know that with a premium account, you can also receive callbacks directly in PhoneBurner without forwarding those calls to an external number?

To enable this feature:

1. Sign in to your PhoneBurner account.
2. Check for the green dot on the phone icon in the upper-right corner — this means you're ready to accept inbound calls.
3. If you prefer not to take inbound calls, simply switch to Do Not Disturb, which changes the dot to red.

Let’s switch back to accepting calls so I can show you what an inbound call looks like.

Now, let's say a prospect calls back. When that happens, a pop-up window will appear. If you're not looking at the screen, you'll hear an audible tone to alert you.

To answer, click Accept. Ensure your browser allows PhoneBurner to access your headset, and you’ll be connected.

During the call, you can:

• Click Mute for private conversations.
• Use the keypad to navigate phone menus.
• Click View Contact to open the full contact record for notes and reference.

Since this contact details window opens in a separate tab, you can move it to another screen for convenience.

Once the call is complete, click Hang Up.

At this point, you’ll assign a disposition to categorize the outcome of the call. For example, if Robert called back and I need to follow up, I’ll select the Follow-up disposition.

This prompts me to set a follow-up date — I'll select a date two weeks out and click Confirm.

Once I confirm, the dialer window will close, and I'll be taken back to Robert's contact details.

If I refresh the page, you'll see the follow-up date has been updated based on the disposition I just set.

And that’s it! Taking inbound calls in PhoneBurner is that simple.

If you’re not yet a premium customer, now’s the time to upgrade — boost your outbound call efficiency and start handling inbound calls directly in PhoneBurner today.

Thanks for watching, and happy dialing!