The Koncert - Parking Lot Detailed report provides information about the records that were parked according to the Parking Lot rules during the selected date range.
- Navigate to the Analytics » Advanced » Filters section, select the criteria to generate reports and click the Apply button to retrieve the report. Refer to the article Analytics – Advanced for detailed instructions.
NOTE: The filter Dispositions and Lists are not applicable to this report.
- Based on the selected criteria, the report will be generated.
Below are the default columns and their descriptions from the report:
- Account Name – Prospect’s Company name.
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Contact Name – Name of the prospect.
NOTE: Contact Names are hyperlinked only for the prospects imported from CRMs and Sales Engagement Platforms. Clicking on a contact name of the prospect directly opens the respective CRM (Salesforce/HubSpot) or Sales Engagement Platforms (Outreach/Salesloft) window, where the user can see the prospect’s detailed information.
- CRM ID – If integrated with a CRM, you will see the CRM ID. If it is a CSV file, Koncert will assign a CRM ID.
- Date/Time – Date and time when the record was parked.
- Parking Lot Rule – Parking Lot Rule according to which the records were parked.
- Phone Number – Prospect’s contact number.
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Phone Type – Phone column used to connect with the prospect e.g. Direct Phone or Phone, etc. The Info
icon describes the column name when hovers over it.
- Title – Prospect’s Title.
- User – Name of the User/Sales Rep. This column will be visible only to Managers and Admins.
Default Columns:
The columns User, Account Name, Contact Name, Title, CRM ID, Phone Number, Phone Type, Date/Time, and Parking Lot Rule are visible in the grid by default.
Key Recommendations:
- For customizing the reports and their columns, refer to the article Customize Reports and their Columns.
- For report scheduling, refer to the article Schedule Reports.
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.