Below you can find how to move prospects from one Cadence to another Cadence, on behalf of the user:

1. In the Prospects tab, select your user from the User(s) dropdown.

2. Select the prospects that you wish to move to another Cadence by clicking the checkboxes to the left of the names.

3. Then, click on the Action dropdown above the grid and select the option Move.

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

4. After the Move to Another Cadence window pops up, select the Cadence from the dropdown, and click Move.

NOTE: You can see the message “Move Prospect(s) on behalf of <User name>” with Yellow highlighted.

5. A confirmation message will be displayed, as shown below. Click OK to move the prospects to another Cadence or click the icon to cancel the process.

6. After the prospects have been moved successfully to the selected Cadence, the alert message below will be displayed.

NOTE:

• If you would like to move all the prospects of a specific group on behalf of a user, search the prospects and click the Move option from the Action dropdown to move all the prospects across the page.

• If you would like to move few prospects of a specific group on behalf of a user, search the prospects and select the checkbox in the grid header. Click Move from the Action dropdown. 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 move only the prospects in the current view page, or

○  Click the prospects count in green to move the entire prospects (that meets the criteria/filter applied) in the tab

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.