Archiving is a useful tool for managing large volumes of call lists, especially when dealing with seasonal or completed campaigns.
In the Lists Tab of the Koncert portal, both Users and Managers have the ability to archive call lists that are no longer needed for immediate dialing. This feature allows you to organize your call lists more efficiently by moving them into an Archived Lists index. At any time, you can unarchive these lists to restore them for use.
In addition, the managers can navigate to the My Team's Lists tab to archive the lists of their team members.
Key Points to Remember About Archiving:
Reset Dialing History: When a call list is archived, its dialing history is reset. This means that any progress or activity recorded against the list (such as calls made, dispositions, etc.) will not be retained once the list is archived.
Re-importing or Restoring: If you re-import the same call list or unarchive an archived list, it will be treated as a new list. All previous dialing history will not be carried over, and the list will start fresh.
Below you can find how to archive an uploaded call list:
- Select the call list(s) you would like to archive by checking the checkboxes next to each list. After selecting the desired list(s), click on the Actions button, which opens a dropdown menu with different options. From the dropdown menu, select the Archive option.
- A confirmation message will appear to verify that you want to archive the selected list(s). Click Confirm to proceed with archiving.
- Once the archiving process is complete, you will see a confirmation message will appear. This indicates that your list has been successfully moved to the Archived Lists section.
- The list will be moved to the Archived Lists screen. To view the archived lists, click on the Actions button and select Archived Lists. This will take you to a dedicated section where you can see all your archived lists.
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.