In the Koncert platform, Admins and Managers can easily export call lists, either their own or those of their team members. Managers can access this functionality under the My Team’s Lists sub-tab to manage their team’s data efficiently. Exporting call lists can be a useful way to back up or analyze prospect details outside of the system.
This article will guide you through the process of exporting call list data from the Lists Tab and provide important details regarding the export format.
Below you can find how to export the prospect details in a call list:
- Browse through your lists and select the call list(s) you want to export. To select multiple lists, simply check the boxes next to the desired lists.
- After selecting the list(s), click on the Actions button at the top of the Lists Tab. This will display a dropdown menu with several options for managing the selected list(s). From the dropdown menu, click on the Export option.
- Clicking on Export option prompts a confirmation message to appear, showing the details of the selected list(s) to be exported. To proceed, click Confirm.
- Once the export process is completed, you will receive a notification that the list(s) have been successfully exported. A confirmation message such as List Exported will appear to confirm that the process is finished.
- The selected call list(s) will be exported to your computer in CSV format.
Locate the ZIP File: Find the MyLists.zip file on your computer’s download location and extract the files.
Open the CSV File: After extraction, open the CSV file using your preferred spreadsheet application such as Microsoft Excel, Google Sheets, or any other CSV-compatible software.
Exporting call lists in Koncert is a simple process that helps you manage and analyze your prospect data outside the system. Whether you’re an admin managing your own lists or a manager handling your team’s data, Koncert makes it easy to download and export the data in a convenient CSV format, packaged as a ZIP file for easy transfer and storage.
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.