When using the phone burner it will automatically put a note in each client’s contact notes that a PhoneBurner call was made and that you either spoke with the client or that you left a voicemail.
Steps on ways to use the phone burner:
- From the sidebar, select Contacts > Contact list, select your client, from the contact summary page start your call session, by clicking on the blue phone icon
- On the main Home page, from the sidebar, click Dashboard > Call List > "See full call list" and start your call!