Configuring Dispositions in PhoneBurner to Match Outreach

📋 Video Summary:

This video walks you through how to configure your dispositions in PhoneBurner to work seamlessly with your Outreach integration. Matching the call dispositions between the two systems is essential for logging call outcomes and ensuring accurate activity tracking. The training also shows how to create and manage custom dialing and live answer sets in PhoneBurner, giving your reps tailored call experiences that map directly to Outreach expectations.

🔑 Key Steps Covered:

1. Verify the PhoneBurner App Is Installed in Outreach

   • Ensure the app is installed and assigned to all or selected users.

2. Match PhoneBurner Dispositions to Outreach

   • In Outreach: Go to Settings > Calls to view your call dispositions.

   • In PhoneBurner: Go to Settings > Dial Session > Dispositions to begin syncing them.

3. Create a Standard Set of Dispositions

   • Recommended: Set up a PhoneBurner admin account to centrally manage dispositions.

4. Create Dialing Sets (First Set of Buttons)

   • Example buttons:

     • No Answer

     • No Answer with Email (includes an automated email)

     • Left Voicemail (leaves a pre-recorded voicemail)

     • Left Voicemail Live (manual/live voicemail)

   • Important:

     • The Call Status must exactly match the disposition in Outreach.

     • The Button Label can differ to help reps distinguish actions.

     • You can assign a voicemail audio file or let the rep choose one at the start of a session.

5. Create Live Answer Sets (Displayed After Live Connections)

   • Example buttons:

     • Answered - Meeting Set

     • Not Interested

   • Optional actions:

     • Trigger emails or texts.

     • Use labels to distinguish similar call statuses.

6. Make Buttons Shareable

   • Share dialing and live answer sets with your team so everyone can use them consistently.

7. Disposition Options Recap:

   • You can:

     • Trigger emails

     • Assign to folders

     • Add tags

     • Trigger webhooks

     • Control voicemail behavior

   • All while syncing results back to Outreach.

🏷️ Tags:

PhoneBurner integration, Outreach call dispositions, dialer settings, call outcome tracking, live answer set, voicemail automation, sales enablement, CRM call sync, outbound calling, disposition setup

🧹 Cleaned-Up Transcript:

[Music]

Hello there! Thanks for taking a moment to watch this video. In this training, we’ll walk through how to configure your dispositions in PhoneBurner to match the call outcomes in Outreach.

✅ Step 1: Confirm App Installation

Make sure the PhoneBurner app is installed in Outreach and is available to your users.

🧩 Step 2: Match Dispositions Between Systems

In Outreach:

• Go to Settings > Calls to view your call dispositions.

In PhoneBurner:

• Go to Settings > Dial Session > Dispositions.

We need to make sure the call status in PhoneBurner exactly matches what's in Outreach for accurate activity logging.

👥 Step 3: Admin Management

• It’s best to create a PhoneBurner admin account to centrally manage disposition sets for your team.

📲 Step 4: Create Dialing Sets (Pre-Call Outcomes)

Examples:

• No Answer

• No Answer with Email (triggers an auto-email)

• Left Voicemail (leaves a pre-recorded voicemail)

• Left Voicemail Live (manual voicemail)

🧠 The Call Status must match Outreach. The Button Label can be unique to help reps know what it does.

You can even:

• Assign a specific voicemail file to a button

• Let the rep choose the voicemail at the start of a session for flexibility

☎️ Step 5: Create Live Answer Sets (Post-Call Outcomes)

Examples:

• Answered - Meeting Set

• Not Interested

You can trigger emails, assign tags, or use smart naming to clarify purpose.

🔄 Step 6: Share With Your Team

Once both sets are created:

• Click the Share button on each set

• This makes them available to all users in your PhoneBurner account

📌 Summary

• Align PhoneBurner call statuses with Outreach dispositions

• Use descriptive button labels for rep clarity

• Create multiple sets for different campaign types

• Automate voicemails and follow-up emails

• Share disposition sets across your team

And that’s it for this training! Dispositions are a powerful way to manage efficiency and track performance across systems. Thanks again for watching—and as always, happy dialing!

[Music]