Contact Management
- 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
- How to use Contact Notes
- How to: Add or Edit Layouts
- How do I create a sub-folders?
- Where are my "New Contacts"? How to Pin a Saved Search or folder to Quick Views.
- How to import contacts [Video]
- How to move or edit contacts in bulk?
- How do I transfer contacts to another user and where do they go?
- Why are my contacts are not clickable so I can open them? How do I open a contact with no name?
- How to keep the same order of my contacts between the Import file and Contacts Manager
- How can I split text into columns in spreadsheets for imports when names or other data is put together?
- How are time zone v. local time v. allowed dial times calculated?
- How do I sort my contacts?
- How do I set an appointment for a follow up call?
- How do I import contacts?
- How do I create a new folder or list?
- Can I merge duplicate contacts in my account?
- Why does the email status not change after updating email?
- How do I convert my spreadsheet to a CSV for importing without Excel?
- How do I set up email sending?
- Contact Transfer History
- How many contacts can I import?
- Can you search or filter contacts by notes?
- How can I attach documents to an email using SmartSender?
- How can I move contacts from one folder to another after import?
- How do I sort my contacts by tags?