The Merge List enables users to combine multiple lists into a single unified list. 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.

NOTE:  Before merging the lists, please remember the below points.

• You can merge only static lists i.e. CSV lists, when trying to merge the Lists from the Sales Engagement Platform, the below alert will be displayed.

• You are allowed to merge the lists only, which were previously imported into the Dialing Session tab, directly in the Lists tab. In case, if you are uploading a new CSV list into the Lists tab and then trying to merge, then the below alert will be displayed.

Now, you can clear your lists by clicking the Clear Contacts in view under the Settings Summary window, then you can merge through the Merge option.

• If the lists you are attempting to merge are active in the dialing session, an alert message will be displayed, upon clicking the Save button in the Merge List window.

• You can upload only one Merge list at a time, when trying to upload more than one merged lists, the below alert will be displayed.

• You are allowed to merge a minimum of two lists, when trying only one list to merge, the below alert will be displayed.

• You can merge a maximum of four lists at a time, when you try to merge more than four lists, the below alert will be displayed.

• You are restricted from merging the normal list with the already merged list, if you are trying to do so, the below alert will be displayed.

• While uploading the merged list containing more than 2000 records, it will take some time to upload into the Dialing Session tab. The below alert will be displayed in case it takes a longer time to upload. You can click the link to check the uploading status under Settings » Import Queue.

Below you can find how to merge a call lists:

1. In the Lists tab, Select the call list(s) you would like to merge. Then, click the Actions button on the top and select the option Merge.

2. After the Merge List window opens up, enter a name for the merged list.

3. Once saved, a unique merged List will be created.

The Type of the file will be displayed as StaticMergeList.

Once the lists are merged, the individual lists will be archived and moved to the Archived Lists section, where they can be unarchived later, if needed.

Once the file is merged, it can be uploaded to your session to start dialing.

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.