QuickStart Start Dialing

📋 Video Summary:

This video walks through how to start your first dial session in PhoneBurner now that you've completed setup tasks like importing contacts, recording your outgoing voicemail, configuring caller ID, and organizing your folders.

Key Steps Covered:

1. Selecting Contacts to Call:

   • From the Contact Manager, select a folder (e.g., "Campaign Calls") and choose the contacts to dial.

   • You can select individual contacts or an entire page.

2. Launching a Dial Session:

   • Click Begin Dial Session.

   • Configure session settings:

     • Phone Script (optional)

     • Dispositions (previously configured)

     • Voicemail Recording (select from pre-recorded voicemails)

     • Caller ID (e.g., your PhoneBurner-purchased number)

     • Dialer Mode:

       • Power Dialing: Auto-calls next contact quickly (most popular).

       • Pause and Preview: Slower pace, lets you review before calling.

     • Call Recording (if enabled)

3. Getting Connected:

   • Depending on your plan:

     • Use browser + headset (Professional or Premium plans), or

     • Dial in using your telephone.

   • Grant microphone access if using a browser.

4. During the Dial Session:

   • If call goes to voicemail:

     • Click to leave pre-recorded voicemail, no need to wait for beep.

     • Or leave a live voicemail by waiting and speaking manually.

   • If someone answers live, there’s no delay—you’re instantly connected.

   • Click Live Answer during the call; when done, click End Call.

   • Use Follow-Up disposition to set a follow-up date (required before clicking).

   • You can also create appointments and add notes post-call.

   • Optional features: Put contacts on hold or transfer calls (requires transfer agents).

The session is smooth, fast, and built to maximize efficiency with no awkward delays. Once you're ready, start your dial session and begin connecting!

🏷️ Tags:
dial session, PhoneBurner tutorial, power dialer, pause and preview, call dispositions, follow-up calls, live voicemail, pre-recorded voicemail, call transfer, CRM dialing, outbound calling, contact manager

🧹 Cleaned-Up Transcript:

This is where the rubber meets the road.

Now that you’ve imported your contacts, recorded your outgoing voicemail, set up your outbound caller ID, and created a folder structure to stay organized by call outcome—it’s time to start smiling and dialing.

Starting Your Dial Session

From the Contact Manager, select the folder with the data you want to call—here we’re using “Campaign Calls.”
You can select individual contacts or the entire page. Once selected, click the “Begin Dial Session” button.

This opens a window where you’ll configure your dial session settings.

Since you’re just getting started, you may not have everything fully configured yet—but here’s what you can expect:

• Phone Script: Optionally display a script on-screen during calls.

• Dispositions: Choose a dialing and live answer set you’ve configured.

• Voicemail Recording: Pick a pre-recorded voicemail (e.g., “Monday Voicemail”).

• Caller ID: Select the number you want to display (like a purchased VPhone number).

• Dialer Mode:

  • Pause and Preview lets you review each contact before dialing.

  • Power Dialing (most popular) auto-dials the next contact immediately.

• Call Recording: Available if enabled in your account.

Once your settings are chosen, hit Continue.

Connecting to the System

Depending on your plan:

• Use your browser and headset (Professional or Premium), or

• Dial in using your telephone.

Here, I’ll use my headset. I click Grant Mic Access, allow access, and I’m connected.

Hit Start Dialing, and the system begins calling your selected contacts.

During the Dial Session

• Voicemail:

  • Click to leave a pre-recorded voicemail—no need to wait for the beep.

  • Or wait and leave a live voicemail manually (e.g., “Hi, this is Jeff…”), then click “Live Voicemail.”

• Live Answer:

  • No pause, delay, or awkward silence. As soon as they pick up, you’re live.

  • During the conversation, click Live Answer. When finished, click End Call.

• Follow-Up:

  • If the Follow-Up button is grayed out, it’s because it requires a date.

  • Once you select a follow-up date, click the button to save it.

• Extra Options:

  • You can put a contact on hold or transfer the call (requires transfer agents, covered in a separate training).

After the call, you can add notes or create an appointment on your PhoneBurner calendar.

Now it’s up to you—start making calls and connecting with contacts.
When you’re done, mark this step complete and move on to the next one.

Thanks for watching, and happy dialing!
Bye for now.