In order to dial a list uploaded from a Cadence in Koncert, you need to first import your list into Koncert. Only customers licensed for Cadence will have access to this feature.

The Add from Cadence feature allows you to directly import prospects in a Call touch from the Cadence into the Lists tab. Only customers licensed for Cadence will have access to this feature.

Once your report is ready, you can upload it into Koncert via two tabs: Dialing Session and Lists.

• Dialing Session – The Reports can be uploaded directly through the Setting Summary window and can be dialed whenever needed. 

• Lists – When Reports are added to the Lists tab, they can be uploaded and dialed whenever needed.

From the Dialing Session tab:

You can directly import a report from Salesforce into the Dialing Session tab. However, note that only one report can be uploaded at a time from this tab.

1. If you have obtained a Cadence license, you will need to select Cadence from the dropdown list.

2. The Search/Upload Lists & Follow-Ups section allows the users to search and import Call lists from Salesforce. 

If no call lists are visible, the dropdown will show the 5 most recent call lists along with quick lists..

If you’ve already uploaded recent call lists, the dropdown will display only the last 4 uploaded lists.

You can directly search and import reports into the Dialing Session tab by selecting the report you wish. 

3. From this dropdown, you can select the desired report, and it will be automatically imported into the Dialing Session tab and ready for use.

NOTE:

• If the selected report is not already in the Lists tab, Koncert will automatically add it there for future reference.

• Additionally, users can search and import any available lists from the Lists tab and dial them as needed.

From the Lists tab:

Below you can find how to upload Cadence prospects from the ‘Lists’ tab.

1. Go to the ‘Lists’ tab in the Koncert portal.

2. Click on Add Lists » Add from Cadence.

3. After the Add Contact From Cadence window pops up, select either one of the options below from the 'Create Calling List(s) based on' dropdown:

• My Cadences – allows you to import prospects from a call touch(es) of a Cadence

• My Pending Calls – allows you to import all pending calls from all the Cadences

• Followup Calls – allows you to import all followup calls from all the Cadences

Cadences

Once you have selected ‘My Cadences’ the following fields will be enabled:

• • Cadences – Select a cadence from which the prospects are to be imported, e.g. All Touches

• • Choose Touches – Select the touch(es) from the dropdown to import the prospects under those touches, e.g. Touch 3 - Call

NOTE: Multiple ‘Touch’ selection is allowed. All the pending calls from the selected Touches will be imported to the Lists tab of Koncert

• • Save your List As – Name of the Cadence that is being imported from Cadence (will be displayed in the Lists tab). By default, the name of the cadence selected with the prefix ‘Cadence’ will be displayed, e.g. Cadence – All Touches. If needed, you can change the name.

My Pending Calls

Select to import all pending calls from all the Cadences. Once you have selected ‘My Pending Calls’ the following fields will be enabled:

• • Save your List As – Name of the list that is being imported from Cadence (will be displayed in the Lists tab). Defaults to ‘Cadence - Pending Calls’. If needed, you can change the name.

Followup Calls

Select to import all followup calls from all the Cadences. Once you have selected ‘Followup Calls’ the following fields will be enabled:

• • Save your List As – Name of the list that is being imported from Cadence (will be displayed in the Lists tab). Defaults to ‘Cadence - Followup Calls’. If needed, you can change the name.

4. Click Next to configure the call settings for this list.

• Name – Defaults to the logged-in user name. Non-editable field. 

• Company – Name of the Organization. Non-editable field.

• Battlecards – The Battlecards available under Administration » Battlecards are listed here. You can select the Battlecards you wish to use during dialing. These Battlecards will be displayed in the Settings Summary window under the Battlecards section.

5. Click Next to import your Pending Calls from Cadence. A message ‘Your list has been saved successfully’ will be displayed, as shown below. Click the Close  icon to close the window.

6. After importing the call list successfully, you can see your list in the Lists tab.

NOTE: By default, the columns Source & Record Type will be displayed with ‘Cadence’ and ‘Prospect’.

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.