The Account Management tab in Koncert Workspace allows administrators to view and update the company information that was provided during the organization creation process. This section is essential for managing company-specific details, especially when changes are necessary.

Below are the information available in the Account Management tab:

• Company Name – Displays the Company Name that was provided during the Org creation process.

• CRM you would like to integrate with – Displays the CRM that you have integrated with Koncert Workspace for managing customer contacts and interactions (e.g. HubSpot). Non-editable field.

• HubSpot Org ID – Displays the HubSpot CRM Org ID. This field will be displayed only when a org is integrated with CRM. Non-editable field.

• Sales Engagement Platform you would like to integrate with –The integrated Sales Engagement Platform will be displayed (Outreach, Salesloft or Apollo) if you have done it at the beginning. Non-editable field. 

NOTE:

If you have not done the Sales Engagement integration at the beginning, you can integrate now by selecting the respective one from the dropdown. 

Upon selection, the selected third party application will be integrated with your Koncert Org.

You can find the integration under the Administration tab of Koncert's Dialers portal. Refer to the article Overview of the My Profile Tab in Koncert Workspace for detailed information.

• Admin Name – Admin name provided during Org creation.

• Admin Email – Email ID provided during Org creation.

• Email Domain – Email domain of your company. Non-editable field.

After reviewing or modifying the information, click Save to update the company details. A confirmation message, Your information has been saved successfully!, will be displayed after successfully saving the changes.

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.