Once you have logged into XDR, Dashboard is the default landing page, where you can view the following information:

• Your (logged-in user) active Cadences count.

• Your (logged-in user) pending Calls count logged in the Cadence » Pending Calls tab for execution.

Click to navigate to the Pending Calls tab to view and execute the pending Calls. Either you can initiate the dialing session for all the records or can do one-off call using Click Dialer. Refer to the article XDR Pending Calls for detailed information.

• Your (logged-in user) pending personalized Emails count logged in the Cadence » To Do tab for execution.

Click to navigate to the To Do tab to view and execute the pending personalized Emails. Refer to the article XDR To Do for detailed information.

• Total number of prospects assigned with LinkedIn touch waiting for execution in the Cadence » To Do.

Click to navigate to the To Do tab to view and execute the pending LinkedIn prospects. Refer to the article XDR To Do for detailed information.

• Total number of Unassigned Prospects that have not yet been assigned to any of the Cadence.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.