Description

The PhoneBurner app can be applied to any existing or new workspace in your monday.com account. There is one template, which contains only the default fields from PhoneBurner which correspond to your monday columns.

More information on monday.com workspaces

How to add PhoneBurner Board Template (Optional)

1.) First, navigate to the template center by clicking + Add and selecting Choose from templates 

2.) Next in the search bar, search “Dialing” and select the Dialing Pipeline Template

PB Dial Session template

3.) Click Use Template, or select a new or existing workspace with the dropdown.

PB use template

4.) Once added, view your workspace; you now have a board for importing contacts that you will be able to dial from while using the new Dialing Session view.

5.) Lastly, now that you have the PhoneBurner board template for monday.com, you’ll be ready to start using the template anyway you would like. Where would you like to start? 

  1. Two-Way Sync Integrations ->
  2. Disposition and Call Tracking Integrations->
  3. PhoneBurner Settings ->

Hit a roadblock?

Submit a request, and our support team will get back to you ASAP to help resolve any issues you may be experiencing.

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