Below you can find how to skip or move a prospect from the current touch to the next touch, manually:

Method 1: From View Cadence window (Move to Next Touch)

1. In the Cadences tab, click on the Cadence under which the prospect is to be moved to the next touch manually.

2. After the View Cadence window pops up, navigate to the Prospects tab and click the Active status.

3. Select the desired prospect from the grid that you wish to move to the next touch. Then, click the Action dropdown above the grid and select the option Move to next touch.

4. A confirmation message below will be displayed. Click OK to move the selected prospect to the next touch manually.

5. Once the selected prospect(s) is moved to the next touch successfully, a success message will be displayed as shown below.

NOTE:

• Only Active Prospects can be moved to the next touch.

• You can select and move multiple prospects to the next touch, at once.

• If there are no more touches available in a Cadence, a notification below will be displayed when clicking the OK button in the Move to Next Touch pop-up window.

Method 2: From Prospects tab (Skip Touch)

1. In the Prospects tab, hover on a prospect that you wish to move to the next touch. Then, click on the Skip Touch icon on a floating toolbar.

2. A confirmation message below will be displayed. Click OK to move the selected prospect to the next touch manually.

3. Once the selected prospect is moved to the next touch successfully, a success message will be displayed as shown below.

Method 3: From Prospect View window (Skip Touch)

1. Bring up the Prospect View window by clicking the Prospect name from any one of the following tabs/screens:

• • Cadence » Prospects tab
  • Cadence » Cadences tab » View Cadence » Prospects tab
  • Cadence » Cadences tab » View Cadence » Emails tab
  • Cadence » Cadences tab » View Cadence » Calls tab
  • Cadence » Accounts tab » View Accounts » Prospects tab
  • Cadence » Accounts tab » View Accounts » Tasks tab
  • Cadence » Pending Calls tab
  • Cadence » To Do tab

2. In the Prospect View window, click the Skip icon under the Actions section.

NOTE: The Skip icon will be available only for the prospect assigned to a Cadence.

3. A confirmation message below will be displayed. Click Ok to move a prospect to the next touch.

4. Once the selected prospect is moved to the next touch successfully, a success message will be displayed as shown below.

5. An activity for the skip touch will be created in the Prospect View window, with the information ‘User Driven’ as shown below:

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.