The Lists module is your go-to tool for managing and optimizing call lists in a centralized, streamlined manner. Whether you're working with CRM data, CSV uploads, or Sales Engagement Platforms, this feature gives you the flexibility to import, organize, and execute your dialing campaigns efficiently.

Also, you can:

• Directly add the prospects in the uploaded call list(s) to a Cadence using the Add to Cadence feature.
• Select and delete the required call list(s).
• Select and archive the call list(s) and unarchive when needed.
• Select and export the call list(s) to your computer in ‘CSV’ format. Not applicable to Users.
• Select and transfer the required call list(s). Not applicable to Users.

Below are the features available in the Lists tab:

• Add Lists – You can upload call lists from multiple sources directly into the system :

• Add from <CRM Name> – Seamlessly import lists from your CRM.

• Add from CSV – Easily upload CSV files from your local computer.

• Add from Cadence – Bring in lists from Cadence (requires appropriate licensing).

• Add from <Sales Engagement Platform> – Import lists from your sales engagement platforms.

• Begin Import – Click to upload the selected call list(s) into Dialing Session tab for dialing.

• Actions – The Actions dropdown has the following options:

• Add to Cadence – Directly push selected prospects into a Cadence.

• Export – Download the selected lists in CSV format to your local system (not available for Users).

• Merge – Combine multiple static lists (CSV) into one for more efficient dialing (only available in standalone orgs). 

• Delete – Clean up call lists to keep your workspace organized.

• Archive – Archive call lists to keep those for your future reference.

• Transfer – Transfer static lists to team members (Active lists in the dialing session and dynamic lists cannot be transferred).

• Audit Trail – Review the history of actions made on each call list for complete transparency.

• Archived Lists – Click to view the archived files. From where you can unarchive the required list(s) when needed.

• Show Favorites – Displays only the starred/favorite call lists.

• Sort By – Organize lists based on your preferred criteria (e.g., name, record type, created date).

• Search a List – Expand the dropdown to quickly search for lists by name or prospect.

Search a List:  Allows you to to search for a call list by entering the list name.

Search a Prospect:  Allows you to find a list containing a specific prospect name.

• Search by List Name/Prospect Name  – Option to search the uploaded Lists.  Enter your search criteria in the space provided and click the Search icon . Call List(s) that match the criteria will be listed.

• Expand All – Click to expand and view the additional columns for each list. Upon clicking, the Expand All button will be replaced with the Collapse All button which allows you to hide the additional columns.

You can also expand or collapse the individual list by clicking the icons when hovering over the list.*** Here you can see the feileds Last Attempted, Last Connected, File Type and <CRM/SEP Report Name>.

Want to make a list more identifiable? Rename it directly from the Lists tab by clicking the Edit icon.

After the List Settings - < List Name> window pops up, edit the name and click Save to confirm changes.

Your existing list name has been replaced with the new list name.

You can click the Star icon to make them at the top of your workspace.

An Info icon is available for the lists uploaded from Outreach, Salesloft, and Apollo. Clicking on this icon displays the selected steps in the Sequence/Cadence associated with the list.

The Lists tab has the following columns:

• List Name – Name of the list that were uploaded from a CRM, local computer (CSV file), Sales Engagement Platform or Cadence.

Four permanent system generated Follow up lists are available under the Lists tab which stores the following records:

Follow up Lists

• Koncert <CRM/Standalone> Follow Ups (Not due) – Stores records scheduled for future follow-up calls. You can upload these for dialing when needed.

• Koncert <CRM/Standalone> Follow Ups (Past due) – Stores records scheduled for past follow-up calls. You can upload these for dialing as well.

NOTE: The follow-up list names will adjust based on CRM integration. For example, if integrated with Salesforce, the lists will be labeled as:

• • Koncert Salesforce Follow Ups (Not Due)
  • Koncert Salesforce Follow Ups (Past Due)

• Prospects Who Didn’t Answer Today – Stores all prospects called but not connected with on the current day. If you import this list to Dialing Session tab and dial a session, only the activity will be created.  
  
  
• Prospects who opened or clicked emails recently – This will be applicable only for Sales Engagement Platform. It stores actively sequenced prospects in Email touch/step who have opened or clicked the emails at least twice. If you import this list to Dialing Session tab and dial a session, only the activity will be created. The calls to prospects from this list will not advance or complete existing touches/steps.

• Call Script – Click to add the additional information (if any) to the list required for dialing. After the Call Script window pops up, enter the required details and click Save to save the call script or click Cancel to cancel the process. Once the Call Script is added, the icon will be turned into Blue .

• Owner – Name or Profile Picture of the Sales Rep/Manager who uploaded the Call List.

• Calling order – Allows you to choose the order (from 1 to 4) in which the lists should be uploaded and dialed during the dialing session.

• Record Type – Displays the type of record.

• For CRM uploads, the record type will be Contact or Lead. 

• For CSV uploads, the record type will be ‘CSV’.

• For Cadence uploads, the record type will be 'Prospect'.

• Source – Displays the source of the list as follows:

• – CSV files will be displayed with this icon.

• CRM icon – Reports that are uploaded from CRM will be displayed with the respective CRM icon, e.g. Salesforce .

• Sales Engagement Platform icon – Reports that are uploaded from CRM will be displayed with the respective icons e.g. Salesloft .

• – Reports that are uploaded from Cadence will be displayed with this icon.

When you expand a list, you’ll get detailed insights into your call performance, including:

• Info – When you mouse hover the info icon, you can find the essential performance metrics for each list, including dials made, connects, connect rate, and more. These actionable insights help you fine-tune your campaigns and improve call outcomes.

• Dials – Number of Dials made in that list.

• Connects – Number of call disposition saved in the list (Number of Connected Calls).

• Connect Rate – Percentage (%) of connected calls in the list (Percentage of Number of Connected Calls/Number of Dials made).

• Bad Data – Percentage (%) of bad data (based on specific Call Dispositions chosen by the Talker) in the uploaded list.

• Coverage – Percentage (%) of calls that have been dialed vs. total number of records in the list.

• Average Attempts – Percentage (%) of attempted calls in the list (i.e. number of Dials made/total number of Records).

• Contacts Not Dialed – Number of records which are not dialed in the list.

• Average Attempts per Contact – Average number of attempted calls vs. number of contacts.

• Total Contacts Imported – Total number of records imported from the list.

• Last Attempted – Date when the list was last dialed.

• Last Connected – Date when the last call disposition was saved.

• Type – Displays whether the uploaded list is Static, Dynamic, System, Cadence or Cadence FU.

• Static – CSV-uploaded lists that remain unchanged.

• Dynamic – CRM/SEP-uploaded lists that always reflect the most current data.

• System – Auto-generated follow-up lists for calls due or overdue.

• Cadence – Reports that are uploaded from the Cadence application (Call Touches and Pending Calls) will be displayed as ‘Cadence’.

• Cadence FU – The type ‘Cadence FU’ will be displayed for the Cadence followup call lists.

• Source Report Name – Display the original report name from the CRM or SEP platform.

The format is : <CRM/SEP Report Name>: Source Report Name

NOTE: For Managers, the My Team's List section provides advanced control over team operations:

From the Teams List, managers can perform the following actions:

• Transfer the user's list to another user in the Team.
• Export the selected user call list(s) details to the local disk in ‘CSV’ format.
• Archive the selected users call list(s). The list will be moved to the Archived List.
• Delete the selected users call list(s). The call list(s) will be deleted from the users' Lists tab.
• View the user's archived list.

Filtering Users in My Team's Lists

To narrow down the lists displayed under My Team’s Lists, you can use the Filters by User dropdown. This allows you to filter lists based on specific users.

Click the Filters by User dropdown at the top right.

Select one of the following options:

• All Users: Displays lists owned by all users.
• [User Name]: Select a specific user (e.g., Michael Clarke, John Smith) to view only their lists.

The list will automatically update to show only the lists that match the selected user.

This feature helps in quickly locating lists assigned to specific team members.

The Lists module is designed to give you complete control over your calling campaigns-making list management intuitive, efficient, and organized. Whether you're managing individual or team lists, the flexibility and robust features ensure that you're always on top of your dialing strategy.

Refer to the video for visual guidance: 

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.