You can perform the following actions on the Lists through the Actions dropdown, allowing you to efficiently manage and optimize your call lists.
- Add to Cadence – Push selected prospects into a Cadence.
- Export – Download selected lists in CSV format (not available for Users).
- Merge – Combine multiple static lists into one (available for standalone orgs).
- Delete – Remove unwanted call lists.
- Archive – Store lists for future reference.
- Transfer – Transfer static lists to team members (active and dynamic lists cannot be transferred). Applicable only for Managers.
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.