Once you have added the Call List(s) from the CRM or from your computer (CSV format) or from Cadence into the Lists tab, the next step is to upload the Call List(s) into the AIPD Session tab for dialing.
Below you can find how to select and move the Call List(s) into the AIPD Session tab:
- In the Lists tab, select the checkbox for the list(s) you want to be uploaded into AIPD Session. You can select up to four lists at once.
- Choose the Calling Order (from 1 to 4) for each of the selected files.
- Click on the Begin Import button to upload the selected list(s) into the AIPD Session tab for dialing.
NOTE: If you have selected multiple files, then the alert message below will be displayed when clicking the Begin Import button.
This notifies the user that the dialing settings configured in the very first list will be applied to the successive lists. If needed, you can change the dialing settings before you begin dialing.
If you have selected multiple files to upload and you did not choose the Calling Order to merge, then an alert message below will be displayed with the above alert message, when clicking the Begin Import button.
Click Confirm to begin and merge the lists together or click the Close icon to choose the required Calling Order.
- The Import Status screen will be displayed with the upload status of each file, i.e. the number of records imported/processed.
NOTE: During upload, if you have any duplicate records (or contacts) or records with missing contact names or invalid/missing phone numbers then those records will not be uploaded into the AIPD Session tab. The Import Status window will also display the following details:
o Total Contacts – Number of prospects in the list
o Contacts Uploaded – Number of prospects that uploaded successfully
o Missing Contact Name(s) – Number of prospects who failed to upload due to the missing Contact Name field
o Missing/Invalid Phone Number(s) – Number of prospects who failed to upload due to missing Phone Number across all phone columns
o Duplicate Contact(s) – Number of prospects failed to upload due to duplication
NOTE: You can view the Total/Uploaded/Missing/Duplicate contacts by clicking on the Info icon next to the respective metrics.
For example, to view duplicate contacts, click on the Info icon next to the Duplicate Contacts to bring up the Duplicate Records window.
To export the list as a CSV, click on the Export to CSV button.
- Click on the Continue button to proceed to AIPD Session and start dialing.
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.