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

Assign all Prospects to a Cadence:

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

1. In the Prospects tab, select your user from the User(s) dropdown and navigate to the Unassigned or Never Assigned 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 will be displayed. Select the Cadence from the dropdown and click Start Cadence.

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

NOTE:

• If you would like to assign few prospects of a specific group on behalf of a user, search the prospects and select the checkbox in the grid header. Click Assign 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).

Assign Selected Prospects to a Cadence

Below you can find how to assign selected prospects to a Cadence, on behalf of the user:

1. In the Prospects tab, select your user from the User(s) dropdown and navigate to the Unassigned or Never Assigned tab.

2. Select the prospects you wish to assign by clicking the checkboxes to the left of the names.

3. 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:

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

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

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

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.