QuickStart Create Folders

📋 Video Summary:

This video explains how to use folders in PhoneBurner to stay organized and manage your contact data efficiently. Jeff walks you through the process of creating and organizing folders based on call outcomes, so you always know where your contacts stand and what action to take next.

Key Topics Covered:

1. Creating Your Main Folder:

   • From the Contact Manager, click the gear icon next to the Folders label.

   • Create a primary folder (e.g., "Campaign Calls") to hold all new leads you’ll be calling.

2. Organizing by Call Outcomes:

   • Create subfolders under your main campaign folder to reflect call results, such as:

     • Set Appointment

     • Follow-Ups

     • Not Interested

3. Folder Placement:

   • Choose where folders appear (top, bottom, inside another folder, etc.).

   • Assign layouts to folders if needed (optional).

4. Reordering Folders:

   • Use the "Reorder Folders" option to arrange your subfolders in the preferred order (e.g., Set Appointment > Follow-Ups > Not Interested).

5. Managing and Renaming Folders:

   • Click "Manage Folders" to rename or edit folders.

   • Use the pencil icon to edit a folder’s name or description.

By using folders strategically, you can segment your contacts based on behavior and call outcomes, helping you stay focused and productive.

🏷️ Tags:
folder organization, PhoneBurner training, campaign calls, contact segmentation, CRM structure, follow-up management, disposition folders, sales workflow, folder management, contact manager

🧹 Cleaned-Up Transcript:

Stop losing sleep—get organized!

PhoneBurner uses a concept called foldering to help you manage and organize your data. Here’s how to create a folder system that supports your workflow.

Step 1: Create Your Main Folder

From the Contact Manager, click the gear icon next to “Folders,” then choose "Create New Folder."

But don’t just add folders randomly—first, think about how you’ll use your data:

• Are you running multiple campaigns?

• Are you working through one lead list and segmenting contacts based on call outcomes?

Let’s say you’re doing the latter. Start by creating a main folder called “Campaign Calls.”
Give it a description (optional), place it at the top of all folders, and click Save.

Now your main folder is ready to receive new contact imports.

Step 2: Create Subfolders for Call Outcomes

As you call through your campaign contacts, you’ll want to move them into other folders based on the outcome of the call.

1. Click the gear icon again and select New Folder.

2. Create a folder called “Set Appointment”.

   • Set it to be inside the Campaign Calls folder.

   • Save it.

Repeat the process for:

• Follow-Ups – for contacts you connected with but didn’t book.

• Not Interested – for those who aren’t a good fit right now.

Now you’ve got a clean, simple folder structure:

• Campaign Calls
  ├── Set Appointment
  ├── Follow-Ups
  └── Not Interested

Step 3: Reorder Folders

If the folders aren’t in the order you prefer:

• Click the gear icon, then Reorder Folders.

• Drag and drop the folders into your desired sequence (e.g., Set Appointment > Follow-Ups > Not Interested).

• Changes are saved automatically.

Step 4: Rename or Edit Folders

Need to change a folder name or description?

• Click the gear icon, then Manage Folders.

• Click the pencil icon next to a folder to rename it (e.g., change “Set Appointment” to “Appointments”).

• Save your changes.

Return to the Contact Manager, and your updated folders will reflect immediately.

Now it’s time for you to start configuring your folders for success.

Once you’ve done that, come back here, mark this step as completed, and let’s move on to the next one!