Once you have logged into the Koncert portal, My Session is the default landing page. Navigate to the My Lists tab to import your pending call list(s) from SalesLoft into Koncert.
Below you can find 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 New List for 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 from which the pending calls are to be imported, e.g., Boston Conference
o Choose Steps – Select the required step(s) from the dropdown to import the pending calls under those steps, e.g. Step 1 - Call
NOTE: Multiple ‘Step’ selection is allowed. All the pending calls from the selected Steps will be imported to the My Lists tab of Koncert
To select and import the pending calls from all the steps, click the Select All checkbox. All the steps available in the Choose Steps dropdown will be selected, as shown below:
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 Next to configure the call settings for this list.
- Name – Defaults to the logged-in user name. Mandatory field.
- Company – Name of the Organization. Mandatory field.
- What is the call regarding? – Instruction to be followed by the Dialing Agents.
The Tooltip information guides you as to what information or instructions to provide to the Dialing Agents when a Gate Keeper or an Operator enquires about the call. Please share the information of the product or service you are offering. You do not need to include your name or company name as our agents will have that information.
- Caller ID Mode – Choose a Caller ID from the dropdown how you want your prospect to see your phone number coming in.
The available options are – Mapped Caller ID, Custom, and Random.
o Mapped Caller ID – This option provides a local presence to the prospects. A pre-set pool of Caller IDs is added to the system and mapped to the area codes being dialed.
NOTE: Please contact Koncert Support for adding Mapped Caller IDs.
o Custom – When selecting this option, the Caller IDs popup window will appear and allow you to select Caller IDs. The selected Caller IDs will be displayed to the prospect. If you choose more than one, they will be round robin.
NOTE: Please contact Koncert Support for adding Custom Caller IDs.
o Random – When selecting this option, Koncert will randomly pick a Mapped Caller ID assigned.
- Phone columns to dial – By default, all the available phone columns of the Org will be displayed.
An alert message below will be displayed when attempting to remove any phone column and clicking the Next button.
Click OK to remove the phone column field or click Cancel to stop the process.
- Sort by – Select a column from the dropdown to sort the call list e.g. Contact Name. Also, it can 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, the records will be sorted in the exact order like how it was uploaded.
If you have selected the option “Random”, Koncert will randomly sort the records uploaded in the My Session tab, not by any specific columns. Also, 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 when the session is started.
- 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.
- Click Next to import your Pending Calls from SalesLoft.
A message ‘Your list has been saved successfully’ will be displayed, as shown below. Click Close.
- After importing the pending call list successfully, you can see your list in the My Lists tab.
NOTE: By default, the columns Source & Record Type will be displayed with ‘SalesLoft’ and ‘Prospect’.
Upload into My Session for dialing
After importing the pending call list(s) successfully, upload the list into the My Session tab for dialing.
Below you can find 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, 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, the alert message below will be displayed when clicking the Begin Upload button.
This notifies the user 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 dialing.
If you have selected multiple files to upload and you did not choose the Calling Order to merge, the following alert message will be displayed (following the above alert message), when clicking the Begin Upload button.
Click Proceed to proceed and merge the lists together or click Choose a calling order 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 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.