The Upload feature is used to move the cadence prospects directly to Koncert’s My Session tab for dialing.
Below you can find how to upload prospects directly to Koncert’s My Session tab:
- In the Cadence » Prospects » All/Active tab, select the prospects that you wish to upload by clicking the checkbox to the left.
- Then, select the option Upload from the Action dropdown.
- A confirmation message will be displayed. Click Upload to upload the prospects.
- Once the prospects have been successfully uploaded into the My Session tab for dialing, an alert message will be displayed. Also, the Koncert portal will be launched in a separate tab of the same browser with the uploaded prospect list in the My Session tab for dialing.
NOTE: You can upload a group of prospects based on set filter criteria.
Please contact Koncert Support for any questions at firstname.lastname@example.org or 603-952-2505.