Connect Sugar to PhoneBurner and start dialing faster

Click Connect PhoneBurner, sign in on PhoneBurner’s secure page, and click Approve. Sugar returns to the session automatically. Allow pop-ups or new tabs if the authorization window does not open.

Select the records you want to call in a Contacts, Leads, or Accounts list. Choose Begin PhoneBurner Session to prepare the dialing session.

Open the individual Target List record, then choose Actions → Begin PhoneBurner Session. Review the Contacts and Leads subpanels before continuing. Members without usable phone numbers may be skipped.

Review the selected records, available phone numbers, alternate numbers, estimated time saved, and any skipped records. When the status shows Ready to continue, click Continue to PhoneBurner.

Choose the phone script, dialing set, live answer set, voicemail recording, caller ID, dialer mode, and call recording options. Follow all applicable call-recording laws and company policies, then click Continue.

Choose Phone to connect through a separate telephone, or Browser to use your computer’s microphone and speakers. Test your audio if using Browser mode, then click Start Dialing.

Choose a disposition after each call. Use Dial for alternate numbers, Edit in SugarAI to update a record, Pause Dialing to stop temporarily, and End Dialing when finished. End dialing before closing the PhoneBurner window.

Refresh the related Sugar record and open its Calls subpanel. Completed calls should show the PhoneBurner subject, status, times, assigned user, disposition, and recording link when available.