You can view and edit the Org level information under the Administration » Org Level tab, which are applicable across the users & managers in an organization.

1. In the Administration tab, click on the Org level tab.

2. Click on the Edit icon under the Action column to edit the Org level information.

3. After the Edit Org Information window pops up, modify the details as needed.

• Enable Duplicate check – Select Yes to check for any duplicate records during the call list upload from the My Lists tab or select No to cancel the duplication check process.

• Enable Duplicate Check based on – Select either one of the following options, if you enabled the Duplicate check in the previous step.

• • User level – Duplication check by user level. When selecting this option, each record/prospect in the Call List will undergo a duplication check, uploaded by the same user (Sales Rep)

• • Org level – Duplication check by org level. When selecting this option, each record/prospect in the Call List will undergo a duplication check, uploaded by the same or different user (Sales Reps) in an organization

• Update Do Not Call Upon Hangup – Select Yes to enable DNC for the prospect, once after hang up a call transferred by the Dialing Agents. No dials/calls will be made to that prospect until you select the prospect in the My Session tab for dialing.

OR

Select No to skip the DNC update.

NOTE: This option is applicable only for Agent Assisted Dialer.

• Default Tab to show – Choose a default landing page to be launched after logging into the Koncert portal, for all users/managers across the Organization.

NOTE: If needed, user/manager can change their default tab in the Settings tab.

• Followup Subject – Allows you to select default subject for the call result ‘Follow up’, which will be auto populated in the Call Disposition window.

• Followup Due Date in Weeks – Allows you to select default future due date (1 week, 2 weeks, 3 weeks or 6 weeks from the dialed date), which will be auto populated in the Call Disposition window.

• Enable CRM Popup in Second Monitor – Select ‘Yes’ to make CRM Popup in second monitor or select ‘No’ to skip enabling the CRM popup in second monitor.

• Display only certain folder – Select ‘Yes’ to display only specific Salesforce folders in the My Lists tab while importing Salesforce reports or select ‘No’ to display all salesforce folders.

• Access to Salesforce Folders – If the above option is set to ‘Yes’ then enter the Salesforce Folder names as a comma separated list (e.g. Contact List,Lead List,My Pending List, etc.) to which the access is to be granted for users/managers.

4. Click Save to save the changes made. A confirmation message 'Org information updated Successfully!' will be displayed. Click OK.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.