The Lists module allows you to upload as many call lists as you want and manage them in a centralized place. You can then upload them into the Session tab when you want to dial.

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 – Click to import call list(s). The available options are:

• Add from <CRM Name> – Click to import call list(s) from a CRM (e.g. Salesforce).

• Add from CSV – Click to import call list(s) from your computer in CSV format.

• Add from Cadence – Click to import call list(s) from the Cadence application. This option will be available only if you have obtained license for Cadence.

• Add from <Sales Engagement Platform> – Click to import call list(s) from integrated Sales Engagement Platform (e.g. Outreach).

• 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 – Click to add the prospects in the call list(s) directly from Lists tab to a Cadence.

• Export – Click to export the details of the selected call list(s) to your local disk in ‘CSV’ format. Not applicable to Users.

• Merge – Click to merge the selected call list(s) in the Lists tab. This feature is applicable only for static lists i.e. CSV lists, only in the Standalone Org or Standalone Org integrated with any Sales Engagement Platforms.

• Delete – Click to delete the selected call list(s) in the Lists tab.

• Archive – Click to archive the selected call list(s). The list will be moved to the Archived List.

• Transfer – Click to transfer the uploaded call list(s) to your team member’s Lists tab for dialing. Not applicable to Users

• • You cannot transfer the lists that are being dialed in the Session tab to a team member.

• • You can only transfer the Static lists but not the Dynamic list(s) to a team member.

• Audit Trail – Click to view the history of changes made by the logged-in user for the call list in the Lists tab.

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

• Show Favorites – Click to display only the starred/favorite call lists (i.e. call list that are marked as favorite. You can mark both CRM and CSV uploaded call lists as favorites).

• Sort By – A sorting option allows you to sort the list by selecting the respective options from the dropdown.

• Search – 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.

The Lists tab has the following columns:

• Select – Allows you to select the list(s).

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

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

• Records dialed through any of the Dialers and scheduled for follow up calls
• Open call tasks from the CRM integrated (both overdue and upcoming)
• Followup call tasks from Cadence (both manual and dialed through Click Dialer)

Follow up List (Not due)

• Koncert <CRM/Standalone> Follow Ups (Not due) – Where records scheduled for a follow up call with a future date will be logged. You can select and upload the records in this list to the Session tab for dialing, when needed.

Follow up List (Past due)

• Koncert <CRM/Standalone> Follow Ups (Past due) – Where records scheduled for a follow up call with a current & past date will be logged. You can select and upload the records in this list to the Dialing Session tab for dialing, when needed.

NOTE: The names of the system generated Follow up Lists will be changed automatically based on your CRM integration. For example:

If you have integrated with Salesforce CRM, the follow up lists will be named as listed below:

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

• Settings  – Click to bring up the List Settings window to view/modify the individual dialing settings configured for each list. The List Settings feature will be enabled based on your request to Koncert Support.

NOTE: The Column Mappings section will be available only for the CSV files (uploaded from your local computer)

• 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 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.

The following columns will be displayed only in the Extended View.

• Info – When you mouse hover the info icon, you can find the following information:

• 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 files will come in exactly as it is on the spreadsheet.

• Dynamic – Reports that are uploaded from CRM will be displayed as ‘Dynamic’. It indicates when they are uploaded, they are changed to the most current list in the CRM.

• System – The type ‘System’ will be displayed for the system generated follow up lists.

• 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.

NOTE: Managers can view their team's list by clicking the My Team's List tab. This tab will be displayed only for Managers with admin rights.

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.

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.