QuickStart Dispositions

📋 Video Summary:

This video explains how to customize dispositions in PhoneBurner—the buttons you click during a dial session to indicate the outcome of a call. Dispositions are a powerful tool for organizing contacts, triggering automation, and increasing overall efficiency. By customizing them to align with your call process and folder structure, you’ll streamline follow-ups and better manage your leads.

Key Topics Covered:

1. Accessing Dispositions:

   • Go to Settings > Dial Session > Dispositions.

   • There are two types:

     • Dialing Sets: Appear at the start of a call (e.g., voicemail, busy signal).

     • Live Answer Sets: Appear after a live call (e.g., set appointment, not interested).

2. Customizing Dialing Sets:

   • Example: Add a "Recorded Voicemail" button that leaves a pre-recorded message with one click using the Dial Session Default voicemail.

   • You can reorder buttons and configure advanced settings like folder movement, tagging, emails, webhooks, etc.

   • Example: Configure a "Bad Number" button to move contacts to a Bad Number folder (create it on the spot if needed).

3. Customizing Live Answer Sets:

   • Example: Set “Set Appointment” to move contacts to the Appointments folder.

   • “Not Interested” goes to the Not Interested folder.

   • “Follow-Up” goes to the Follow-Ups folder and is configured to require a follow-up date before proceeding.

   • “Wrong Number” can go to the Bad Number folder (or a separate folder if preferred).

   • “Do Not Call” can move to a DNC folder and mark only the specific number or the entire contact as DNC.

Each disposition can be customized to fit your workflow, and the flexibility in automation and organization ensures you stay focused and productive while calling.

🏷️ Tags:
PhoneBurner training, call dispositions, live answer sets, dialing sets, CRM automation, contact organization, voicemail drop, folder management, follow-up automation, DNC management

🧹 Cleaned-Up Transcript:

PhoneBurner is all about helping you get more done in less time—and one of the most powerful features to help you do that is dispositions. These are the buttons you’ll click during your dial sessions to mark the outcome of each call.

A lot of automation can be built into dispositions, so it’s crucial that you customize them to match your process.

Accessing Dispositions

From your account:

• Click your initials in the top right.

• Go to Settings > Dial Session.

• Click Dispositions on the left.

You’ll see two sections:

• Dialing Sets – Buttons available before a call connects (e.g., voicemail, no answer).

• Live Answer Sets – Buttons that appear after a live conversation.

You can create as many sets as needed.

Customizing a Dialing Set

Let’s edit the Starter Dialing Set. It includes:

• Live Voicemail

• No Answer

• Busy Signal

• Bad Number

Let’s add a Recorded Voicemail button:

• Click Add New Button and name it “Recorded Voicemail.”

• The Call Status and Note auto-fill.

• Set Voicemail to “Dial Session Default” so you can choose a voicemail when starting each session.

• Click Save Changes, then drag to reorder if desired.

Let’s customize Bad Number:

• Scroll down to Move to Folder.

• You can select an existing folder or click Create a New Folder (e.g., “Bad Number”) and place it inside “Campaign Calls.”

• You can also:

  • Trigger emails

  • Add/remove tags

  • Delete contacts

  • Trigger webhooks

  • Schedule follow-ups

• Click Save Changes.

Customizing the Live Answer Set

Now let’s configure your Live Answer Set:

Set Appointment

• Edit the button and set it to move contacts into the Appointments folder.

Not Interested

• Move these contacts into the Not Interested folder.

Follow-Up

• Move to the Follow-Ups folder.

• Under Follow-Up, check Set Date to require setting a date before the button can be clicked.

Unavailable

• Leave this one unassigned to a folder, so contacts stay in the campaign list.

Wrong Number

• If the number is valid but not for your contact, choose whether to use the Bad Number folder or create a Wrong Number folder. (In this example, we use “Bad Number.”)

Do Not Call (DNC)

• Create a DNC folder.

• Choose whether to mark only the number or the entire contact as DNC. In this case, we’re DNC’ing the specific number only.

Now your dispositions are fully customized and linked to your folder system. You’re set up to automatically organize contacts as you make calls, saving time and reducing errors.

You can always come back and add more buttons based on your workflow needs.

Now it’s your turn—go to your Dispositions, start customizing them, and boost your efficiency.

Once you're done, mark this training as completed and move on to the next step.

Thanks for watching, and happy dialing!