The following columns are available in the My Lists tab:

• List Name – Name of the list that was uploaded from CRM or a CSV file or from Cadence.

• Settings – Will pop-up the List Dialing Settings window to view/modify the individual dialing settings configured for each list.

• Owner – Name of the user/manager who uploaded the list.

• Call Script – Will pop-up the Call Script window to add the additional information (if any) for the list that you wish to share with dialers (Sales Reps).

• Calling order – This allows you to choose the order (from 1 to 4) in which the lists should be uploaded and dialed during the dialing session. This is important to update if uploaded more than 1 list at a time. 

• Type – Type of list, Dynamic, Static, or System.

• #Records – Defaults to ‘0’. The Record count will be displayed only after uploading the list(s) into the My Session tab for dialing.

• Source – Where the list came from, CRM or File or Cadence.

• Record Type – Contact, Activity, Lead, or CSV or Prospect.

• Last Attempted Date – This shows when the list was last dialed by the Rep.

• Last Connected Date – This shows when a contact in the list was last connected.

• Info – Display the following information about the list when hovering over the icon

• • # Dials
  • # Connects
  • Connect Rate
  • Bad Data
  • Coverage
  • Average Attempts
  • #Records Not Dialed
  • Average Dial Attempt/Contact

• Action – The following buttons will be displayed under the Action column:

• • Audit Trail – Click to view the activities/events performed in the list.

• • Archive – Click to archive the list to a repository called Archived Lists for retention (to keep away from deletion) and unarchive later when needed.

NOTE: Managers can view their team's call list in a separate tab called Teams List within the My Lists tab.

The Teams List tab will have the following columns:

• Sales Person – Name of the user/team member.

• List Name – Name of the list that was uploaded from CRM or a CSV file or from Cadence.

• Type – Type of list, Dynamic, Static, or System.

• # Records – Defaults to ‘0’. The Record count will be displayed only after uploading the file(s) to the My Session tab for dialing.

• Source – Where the list came from, CRM or File or Cadence.

• Record Type – Contact, Activity, Lead or CSV or Prospect.

• Last Attempted – This shows when the list was last dialed by the Rep.

• Last Connected – This shows when a contact in the list was last connected.

• Info – Display the following information about the list when hovering over the icon

• • # Dials
  • # Connects
  • Connect Rate
  • Bad Data
  • Coverage
  • #Records Not Dialed
  • Average Dial Attempt/Contact

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.