After completing the Koncert-SalesLoft integration as mentioned in the article How do I complete the SalesLoft Integration?, assign the SalesLoft users whose credentials will be used to import call list(s) from SalesLoft.
NOTE: The users created (upon your request to Koncert Support) will be listed under Settings » Third Party Integrations » Assign Users.
Below you can find how to assign users:
- In the Third Party Integrations tab, click on the Assign Users button.
- The Assign Users window will be displayed. Select and move the desired users from the Available Users pane to the Assigned Users pane whose credentials will be used to import calling list(s) from SalesLoft.
NOTE: By default, all the SalesLoft Users will be listed under the Available Users pane. However, when assigning SalesLoft Users that are not created in Koncert previously, an error message ‘User(s) failed to assign’ will be displayed.
- Click Save to save the settings.
A confirmation message ‘Saved Successfully’ will be displayed. Click OK.
Related Articles
How to map dispositions to SalesLoft?
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.