You can view and edit the Org level information under the Administration » Company Setup tab, which is applicable across the users & managers in an organization.

1. In the Administration tab, click on the Company Setup tab.

2. The Company Setup tab has four sections, where you can modify the below org information as needed:

❖  Dialer

❖  Call Disposition

❖  Salesforce API

❖  Reports

❖  Salesfloor

You can expand or collapse the sections using the  icons.

Dialer

• Enable Duplicate check – By default, Yes will be displayed. It indicates a check for any duplicate records during the call list upload from the Lists tab will be performed. If needed, you can select No to cancel the duplication check process.

• Enable Duplicate Check based on – By default, Org level will be displayed, if the Duplicate check is enabled. You can choose User Level if needed.

• • User level – Duplication check by user level. When selecting this option, each record/prospect in the Call List will undergo a duplication check, uploaded by the same user (Sales Rep)

• • Org level – Duplication check by org level. When selecting this option, each record/prospect in the Call List will undergo a duplication check, uploaded by the same or different user (Sales Reps) in an organization

• Mandatory Phone Columns – The phone column Phone and Mobile will be displayed by default. This will be displayed in the Add Records From <CRM Name>, Add Records From CSV, Add Contact From Cadence, and Setting Summary windows, by default. If needed, you can select the remaining available phone columns.

NOTE: A minimum of one Phone column is required in this field. If you trying to save without one Phone column, the below alert message will be displayed, upon clicking Save.

• Enable Voicemail – Defaults to Yes. It indicates that the Voicemail dropdown is visible in the following tabs/ windows.

• • Session tab » Settings Summary window
  • Call Disposition pop-up
  • Lists » Add Records From <CRM/CSV/Cadence/Sales Engagement Platform> windows

If needed, you can select No to disable it and hide the Voicemail feature.

• Likely to Answer - The filter has the following timeframes.

• • All Time
  • By Last 30 days
  • By Last 45 days
  • By Last 90 days

Defaults to All Time indicating that all the connected records will be displayed when the Likely to Answer filter is clicked in the Session tab. If needed, the admin can select any time frame.

Based on the timeframe selected, the Session tab displays the connected records.

For example, if the admin has selected the timeframe By Last 45 Days, then records connected in the last 45 days only will be displayed.

• Timezone Preference - The Timezone Preference has two options for selection: Timezone and Prospect's Time. This section is grayed-out i.e. Admin cannot modify this section. By default the option Timezone has been set by the Koncert Support. If needed, you can change it to the option Prospect's Time by reaching out to Koncert Support. The selected option will be reflected in the Dialing Session tab » Timezone filter.

• • Timezone Option - This allows the user to filter prospects in the Dialing Session tab based on their Timezones EST, CST, MST, or CST.

• • Prospect's Time Option - This allows the user to filter prospects in the Dialing Session tab based on a specific time period selected.

Under the Calculate Timezone based on one of the following options section, three options are available to notify the administrator on how the prospect's timezone is calculated. This section is grayed-out to restrict the administrator from modifying it.

• • By prospect’s state (If available) – This option calculates the prospect's timezone based on their state, if available. By default, this option is enabled by the Koncert Support. For example, if a prospect's state is California, their timezone will be Pacific Time, their area code is 212, and the system calculates the prospect's timezone based on the state only.

• • By prospect’s phone area code (If available) – This option calculates the prospect's timezone based on their phone area code, if available. For example, if a prospect's area code is 212, their timezone will be Eastern Time and the state is California, the system calculates the prospect's timezone based on the area code only.

• • By prospect’s state if available, else by prospect’s phone area code (Not recommended) – This option first tries to calculate the prospect's timezone based on their state. If the state information is not available, it calculates the timezone based on their phone area code. This option is not recommended.

• Create Call Log for each dial made 

• • Show a blank Call Disposition value and force the user to select a Call Disposition value - The users need to manually select the Call Disposition under the Call Disposition window during a dialing session, when this option is enabled. The Call Disposition popup will only be saved if the user enters the Call Disposition.

• • Show this default Call Disposition value and does NOT force the user to select another value - Upon selecting this option, the available call dispositions are made available for selection but it defaults to Dialed. If needed, you can change it. The call disposition selected here is auto-populated in the Call Disposition dropdown of the Call Disposition window when the Hang Up button is clicked.

• Create Call log for each VM dropped 

• • Show a blank Call Disposition value and force the user to select a Call Disposition value - This option mandates the user to manually select the call disposition under the Call Disposition window when the Play VM button is clicked.

• • Show this default Call Disposition value and does NOT force the user to select another value – Upon selecting this option, the available call dispositions are made available for selection but it defaults to Left Voicemail. If needed, you can change it. The default call disposition selected here is auto-populated in the Call Disposition dropdown of the Call Disposition window when the Play VM button is clicked.

Call Disposition

• Default Tab – By default, the Contact Info tab will selected for both CRM and Non-CRM customers. If needed, the CRM customers can change to the History tab. This will be the default landing page for the Call Disposition popup.

• Enable Follow Up tab –  Defaults to Yes. It shows the Create a Followup checkbox in the Call Disposition popup. If needed, you can select No to hide the Create a Followup checkbox.

• Referral Tab – Defaults to Yes. It shows an Add a Referral checkbox in the Call Disposition popup. If needed, you can select No to hide the Create a Followup checkbox.

• Follow up Subject (Default Value) – The default Subject is Call Back for the call result Follow up, which will be auto-populated in the Call Disposition window, based on the pre-configured settings. If needed, you can enter any subject. It is a mandatory field.

• Follow up due (Default Value) – It defaults to 2 weeks based on the pre-configured settings, which will be auto-populated in the Call Disposition window.  If needed, you can choose any future due date (1 week, 2 weeks, 3 weeks, or 6 weeks) from the dialed date.

• Set the DNC Until duration as – You can set the duration for the Mark as DNC Until Specific Time (<Selected Duration>) workflow under Administration » Call Dispositions. When this workflow is enabled for a disposition, the prospect will be marked as DNC for the specified duration once the disposition is applied.

  For example, if the DNC duration is set to 1 month (the default duration), and a user logs a disposition triggering this workflow, the prospect will be marked as DNC and will not receive calls for 1 month. After the specified period ends, the prospect will automatically be removed from the DNC list and will be available for future calls.

  

Salesforce API

NOTE: This section will be available only for the Salesforce CRM users.

• Salesforce Rest API – Defaults to Yes and cannot be changed (grayed out).

• Save All updates in one Transaction – Defaults to No and cannot be changed (grayed out).

• Enable CRM Popup in Second Monitor – By default, this is set to Yes, indicating the CRM Popup will be displayed on the second monitor. If you prefer to disable this feature, you can contact Koncert Support to change the setting to No, which will prevent the CRM Popup from displaying on the second monitor.

Reports

• Export Custom fields info (upon downloading reports) – Defaults to No, preventing the export of custom fields information when downloading the reports. If needed, you can change it to Yes to enable the exporting of the custom field information.

• What disposition indicates a Meeting? (For Dashboards & Reports) – Choose a call disposition to be counted it as a Meeting in the Analytics tab.
• By default, it displays the call disposition Meeting Scheduled. You can select more than one disposition value. The selected dispositions are considered and counted as a Meeting.
• Also, the changes done here will be reflected under the Administration  » Call Disposition » Add/Edit Call Disposition windows » Is Meeting Disposition? option.
  Click the Clear icon to clear all the selected dispositions at once, or to remove an individual disposition, deselect the selected disposition from the dropdown. You can mouse-hover this dropdown to see the list of dispositions selected.

• What disposition indicates a Follow-Up? (For Dashboards & Reports) – Choose a call outcome to count it as a Follow-Up in the Analytics tab.  By default, it displays the call outcome Follow Up.

• What disposition indicates a Referral? (For Dashboards & Reports) – Choose a call outcome to count it as a Referral in the Analytics tab. By default, it displays the call outcome Got Referral.

Salesfloor

By default, all the users and managers across this org will have access to the Salesfloor feature. However, you can disable this feature under this section, if needed.

• Enable Salesfloor:  Defaults to Yes. You can disable it, if needed.

• Enable Salesfloor Call Blitz Rooms: Defaults to Yes. You can modify it. Please note that this option will only be available if the Enable Salesfloor option is set to Yes.

3. Click Save to save the changes made. A confirmation message saying 'Settings Updated' will be displayed.

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.