PhoneBurner FAQs and Support information
Local Presence
Compliance
- SMS Sample Terms of Service
- What is a Do Not Call policy?
- Text Messaging Approval Checklist
- Tips for completing the PhoneBurner Business Verification Form
- Prohibited Messaging Practices and Campaign Content
- Compliant SMS: Registering for A2P 10DLC via The Campaign Registry™
Team Accounts
- What is Temporary Contact Sharing?
- Team Modifications - Add or Remove Seats
- Can I have more than one Admin on my team?
- What is the difference between a Networked and a Standalone Team account?
- How do I share contacts with my team users?
- How do I add a logo to my account?
Account & Billing
- PhoneBurner Price Increase
- Sales Tax FAQ
- TCPA -Telephone Consumer Protection Act of 1991
- General Data Protection Regulation (GDPR)
- Can I have my invoices sent to more than one email address?
- How do I cancel my account?
Contact Management
- Preparing your file to be imported
- QuickStart Create Folders
- QuickStart Importing your Contacts
- Follow Up Process to Increase efficiency with PhoneBurner
- Adding a Lead Source to your PhoneBurner Contacts
- Adding Contact Notes to Layouts
Emailing
- Email Sending Best Practices and Troubleshooting
- Creating Appointment Emails
- How to add PhoneBurner to your safe sender list
- PhoneBurner Spam Policy
- Can I have a date that auto sets to a number of days out from sending date ?
- How do I reset my Office365 connection so I can reconnect it?
Dialing
- iOS 17 Live Voicemail FAQs
- Creating a Phone Script
- PhoneBurner Call Transfer | How to Set Up & Use
- Enhanced Click to Call in PhoneBurner
- Click to Present
- QuickStart Start Dialing
SMS
- How is SMS / text messaging usage monitored and billed?
- Maximizing SMS Deliverability with Templates
- Business Texting Tips and Tricks
- Sending SMS and SMS FAQ
- Send SMS text messages based on a disposition
- Send a custom SMS while in a dial session
Numbers
- Call Flows
- Call Groups
- Call Groups vs Call Flows
- Inbound Call Routing to Your PhoneBurner Account
- ARMOR® Flagged Numbers
- ARMOR® Flagged Numbers
LeadStream
- Why do I have lead review folders?
- What is LeadStream?
- How can I distribute leads using LeadStream?
- How do I set up my LeadStream?
- Leadstream user overview [Video]
- Leadstream create and edit [Video]
Salesforce
- Installing PhoneBurner for Salesforce Lightning
- Installing PhoneBurner for Salesforce Classic
- Install PhoneBurner for Salesforce
- Add PhoneBurner Button to Leads Object in Salesforce
- Making your First Test Call from Salesforce with PhoneBurner
- Set the Primary Number to be Called when dialing from Salesforce
Integrations
- Zoho Call Attempt Counter
- Outreach and PhoneBurner Demo 2023
- HubSpot Dropdown fields 2 way Sync
- Workflow Automation Nimble
- Basic Field Mapping in Nimble
- Launch your First Session from the Nimble CRM
Miscellaneous
- QuickStart 2024 Intro
- PhoneBurner Branded Caller ID
- Click-to-Call: Dial a number directly from a contact record
- Standard Reports and Where We Get the Stats
- Does PhoneBurner have an app?
- Burner App vs Phoneburner
Account Settings
- How to set up a Call Group
- How to set up a Call Flow
- Default Admin Team Page - Live Calls
- Two-Factor Authentication
- Are Canadian Area code numbers available for purchase?
- Create/edit live answer set [Video]
Inbound
- Accepting Inbound (Premium)
- Answer incoming calls within PhoneBurner
- Call Forwarding Personal Inbound Routing
- Inbound Call History and Voicemail
- Inbound in the Dialer (Premium)
- Set up inbound routing for incoming calls