Once you have logged into the ConnectLeader portal, My Session is the default landing page. Navigate to the My Lists tab to import your pending call list(s) from SalesLoft into ConnectLeader.
Below you will be shown how to import your pending call list(s) from SalesLoft:
- In the My Lists tab, click on the Add Lists dropdown and select the option Add from Salesloft.
- After the Import List From SalesLoft window pops up, select either one of the options below:
- My Sequences/Cadences – allows you to import pending calls from a specific Sequence of SalesLoft
- My Pending Calls – allows you to import all pending calls from all sequences in SalesLoft
My Sequences/Cadences
Once you have selected ‘My Sequences/Cadences’ the following fields will be enabled:
o Sequence/Cadence – Select the sequence or cadence, e.g. Boston Conference
o Choose Steps – Select the required step(s) from the dropdown, e.g. Day 1: Step 1 - Phone
NOTE: Multiple ‘Step’ selection is allowed. All the pending calls from the selected Steps will be imported to the My Lists tab of ConnectLeader
o Save your List As – Name of the list that is being imported from SalesLoft (will be displayed in the My Lists tab). By default, the name of the sequence/cadence selected with a prefix ‘SalesLoft’ will be displayed, for e.g. SalesLoft – Boston Conference
If needed, you can change the name.
o Import Tasks By – Select either Created Date or Modified Date from the dropdown and the required sorting order Ascending or Descending. Prospects will be sorted and imported in the order selected.
o Only upload prospects that I own – Select the checkbox to only import prospects that are owned by you
My Pending Calls – Select to import all your pending calls from all the Sequences in SalesLoft.
Once you have selected ‘My Pending Calls’ the following fields will be enabled:
o Save your List As – Name of the list that is being imported from SalesLoft (will be displayed in the My Lists tab). Defaults to ‘SalesLoft - Pending Calls’. If needed, you can change the name.
o Import Tasks By – Select either Created Date or Modified Date from the dropdown and the required sorting order Ascending or Descending. Prospects will be sorted and imported in the order selected.
o Only upload prospects that I own – Select the checkbox to only import prospects that are owned by you.
- Click Save to save your Pending Calls from SalesLoft.
A message ‘Saved Successfully’ will be displayed, as shown below. Click OK.
- After saving the pending call list successfully, you can see your list in the My Lists tab.
NOTE: By default, the columns List Source & Record Type will be displayed with ‘SalesLoft’ and ‘Prospect’.
- Now, click on the List Settings icon
to the right of the call list to configure the settings.
- After the List Dialing Settings - <List Name> pops up, configure the following dialing settings:
- Caller ID – Choose a Caller ID from the dropdown. This is how you want your prospect to see your phone number coming in.
The available options are:
o Mapped Area-Based IDs – This option provides local presence to the prospects. A pre-set pool of Caller IDs are added to the system and mapped to the area codes being dialed.
o Custom Caller IDs – When selecting this option, the Caller IDs popup window will appear and allows you to select Caller IDs. The selected Caller IDs will be displayed to the prospect. If you choose more than one, they will round-robin.
NOTE: Please contact ConnectLeader Support for instructions on how to add Custom Caller IDs.
- Dialing Instructions – What you are calling in regards to? The Dialing Agents will say this ONLY when asked by an operator/gatekeeper what the call is in regards to.
- Phone Columns to be Dialed – Select the phone columns to be dialed. If you have selected multiple phone columns, the order of dialing depends on the column order selected.
- Timezone – Select the required US Time Zones to be dialed. The dialing session will be initiated only for the records in the selected time zone.
To dial international calls, select the time zone ‘International’. After which, all the other U.S. Time zones will be disabled or grayed-out to restrict dialing records on other time zones.
You will need an international caller id in order to dial internationally.
- Sort by – Select a column from the dropdown to sort the list e.g. Contact Name. Your list can also be sorted either in Ascending or Descending order upon selection.
The Sort by dropdown list contains all the Standard and Custom fields which the records can be sorted by in the My Session tab.
If you have selected “No Sort” from the dropdown, then the records will be sorted in the exact order which it was uploaded.
If you have selected the option “Random” then ConnectLeader will randomly sort the records uploaded in the My Session tab, not by any specific columns. The Order dropdown (Ascending or Descending) next to that will be disabled.
NOTE: If you select ‘Random’ as a sorting option, the records in the My Session tab will keep sorting randomly each time the session is started.
- Click Save to save the settings.
Upload into My Session for dialing
After configuring the dialing settings for the imported SalesLoft call list(s), you can upload the list(s) into the My Session tab for dialing.
Below you will be shown how to upload your saved pending call list(s) into the My Session tab for dialing:
- In the My Lists tab, select the checkbox for the SalesLoft list(s) you want to upload into the My Session tab.
NOTE: You can upload a maximum of four lists at a time onto the My Session tab for dialing.
- If you have selected more than one list then you can choose the Calling Order (from 1 to 4) in which the lists should be uploaded and dialed during the dialing session.
- Click on the Begin Upload button to upload the selected list(s) into the My Session tab for dialing.
NOTE: If you have selected multiple files, then the alert message below will be displayed when clicking the Begin Upload button.
This notifies the users that the dialing settings configured in the very first list will be applied to the successive lists. If needed, you can change the dialing settings before you begin the dialing.
If you have selected multiple files to upload and you did not choose the Calling Order to merge, then the following alert message will be displayed (following the above alert message), when clicking the Begin Upload button.
Click OK to proceed and merge the lists together or click Cancel to choose the required Calling Order.
- The Import Status screen will be displayed with the upload status of each file, i.e. the number of records imported/processed.
- Click Continue to proceed to My Session and start dialing.
Please contact ConnectLeader Support for any questions at support@connectleader.com or 603-952-2505.