After importing your list(s), you can 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 All.

3. Click OK in the confirmation message to assign all the prospects to a Cadence.

4. When clicking the OK button, the Assign Prospect to Cadence window pops up, select the Cadence from the dropdown and click Start Cadence.

5. After successfully assigning the prospects, an alert message will be displayed.

Assign Selected Prospects to a Cadence

Below you can find how to assign the 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 your 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 a floating toolbar when hovering over the prospect.

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

4. After successfully assigning the prospects, an alert message will be displayed.

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