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.

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.

• Company – Name of the Organization.

• Caller ID – Choose a Caller ID from the dropdown on how you want your prospect to see your phone number coming in. Defaults to Automated Local Presence. if needed, you can change it.

The available options are – Mapped Caller ID, Custom, and Random.

• • Automated Local Presence – This option provides local presence to the prospects. A pre-set pool of Caller IDs is added to the system and mapped to the area codes being dialed.

• • Custom – When selecting this option, the Caller IDs dropdown will be enabled and allows you to select Caller IDs. The selected Caller IDs will be displayed to the prospect. If you choose more than one, they will round-robin.

• • Random – When selecting this option, Koncert will randomly pick an Automated Local Presence Caller ID assigned.

NOTE: Please refer to the section Caller IDs for detailed information about Custom Caller IDs.

• Phone Field – By default, the phone columns selected under the Company Setup » Mandatory Phone Columns field will be displayed. If needed, you can change it.

• Voice Mail (optional) – Choose a default Voicemail from the dropdown that you wish to drop during the session. The selected voicemail will be displayed as default in the Settings Summary window as well as in the Call Disposition window when dialing the prospects. If needed, you can change it here. The VM Toggle in the Settings Summary will be automatically enabled if any of the voicemail is selected.

• Sort By – Select a column from the dropdown to sort the call list e.g. Contact Name. Also, it can be sorted either in Ascending or Descending order upon selection.

The Sort By dropdown list contains all the Standard and Custom fields by which the records can be sorted in the Session tab.

If you have selected No Sort from the dropdown, the records will be sorted in the exact order like how it was uploaded.

If you have selected the option Random, Koncert will randomly sort the records uploaded in the Dialing Session tab, not by any specific columns. Also, the Order dropdown (Ascending or Descending) next to that will be disabled.

NOTE: If you select Random as a sorting option, the records in the Dialing Session tab will keep sorting randomly each time when the session is started.

• Time Zones – Select the required US Time Zones to be dialed. The dialing session will be initiated only for the records in the selected time zone.

To dial international calls, select the time zone International. After that, all the other U.S. Time zones will be disabled or grayed out to restrict dialing records on other time zones.

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.