Koncert has provided the ability to transfer the uploaded call list(s) to your team member’s My Lists tab for dialing through a Transfer button that has been added above the grid.
NOTE: The "Transfer” button will be available only for Managers.
Below you can find how to transfer the uploaded call list(s) to your team member(s):
- Select your Call List(s) that you wish to transfer to your team member. Then, click the Actions button on the top and select the option Transfer.
- You can select and transfer multiple Static Call Lists.
- You cannot transfer the Dynamic list(s) and Lead Pool List to a team member. If trying to do so, an alert message below will be displayed. Click OK.
- The Transfer Ownership window will pop up. Select a user (Sales Rep) from the Select User dropdown and click Save.
NOTE: Only Sales Reps assigned to the logged-in Manager team(s) will be listed in the Select User dropdown.
- The message below will be displayed asking you to confirm the transfer:
- Click OK to transfer the call list(s), or
- Click Cancel to cancel this process
- After the transfer is successful, the message below will be displayed. Click OK.
- The call list(s) will be moved to the selected user’s My Lists tab and removed from the manager’s My Lists tab.
Please contact Koncert Support for any questions at firstname.lastname@example.org or 603-952-2505.