In Koncert, finding and managing your uploaded Call Lists is made easy with the built-in search functionality. Whether you need to locate a specific list by its name or search for a list containing a particular prospect, the process is simple and efficient. Here’s a step-by-step guide on how to search for Call Lists in the Lists Tab:
- Navigate to the Lists Tab within the Koncert portal where all your uploaded call lists are stored. In the Lists Tab, you’ll see a Search a List dropdown. This allows you to choose how you want to search for your call lists.
Search by List Name: If you know the name of the Call List you’re looking for, select Search a List from the dropdown. This option allows you to search by the list’s exact or partial name.
Search by Prospect Name: If you’re looking for a list that contains a specific prospect’s name, select the Search a Prospect option. This will help you quickly find any list that includes the prospect you are searching for.
- Once selected any of the options above, simply type in the name of the list or the prospect’s name in the Search bar. As you type, the platform will dynamically filter and automatically display all Call Lists that match your search criteria.
If you want to clear the search results and return to the full list of uploaded Call Lists, simply click the Clear icon next to the search field. This will reset the view and allow you to start a new search.
NOTE: After searching, you can still sort the lists by name, upload date, or other criteria by clicking on the column headers.
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.