After importing your list(s), you can either assign all the prospects to a Cadence or you can select specific prospects and assign them to a Cadence.

Assign all Prospects to a Cadence:

Below you can find how to assign all prospects to a Cadence:

1. In the Prospects tab, search for the prospects using one of the following fields – Tag, Cadence, Contact Name, or Account Name.

2. Then, click on the Action dropdown above the grid and select the option Assign.

3. The Assign Prospect to Cadence window pops up, select the Cadence from the dropdown and click Start Cadence. Prospects that match the filter across the page will be 

4. Once you have clicked Start Cadence, your prospects will be assigned to the cadence selected. An alert message will be displayed after successful assignment.

NOTE: If you would like to assign few prospects of a specific group, search the prospects and select the checkbox in the grid header. A confirmation message below will be displayed with prospects count only when the prospects count that meets the criteria/filter applied is greater than the current View Page count (5 or 10 or 25 or 50 or 100).

○  Click the prospects count in blue to assign only the prospects in the current view page to a Cadence.

     or

○  Click the prospects count in green to assign the entire prospects (that meets the criteria/filter applied) in the Prospects tab to a Cadence.

Assign Selected Prospects to a Cadence

Below you can find how to assign selected prospects to a Cadence:

1. In the Prospects tab, select the prospects you wish to assign by clicking the checkbox to the left of the prospects.

2. Then, click on the Action dropdown above the grid and select the option Assign.

NOTE: You can assign prospects individually by clicking the  Assign to Cadence icon on the floating toolbar when hovering over a prospect, as shown below:

3. After the Assign Prospect to Cadence window pops up, select a Cadence from the dropdown and click Start Cadence.

4. Once you have clicked Start Cadence, your prospects will be assigned to the cadence selected. An alert message will be displayed after successful assignment.

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.