Call – Click to choose all records on the dialing list including those flagged Do Not Call or Do Not Call Until , and make them dialable . Dialing will be initiated only for the contacts that are flagged as dialable.

A warning message below will be displayed to ensure proceed with records that are flagged for Do Not Call and Do Not Call Until.

Click Yes to select all records including records flagged for ‘Do Not Call’ and ‘Do Not Call Until’ or click Cancel to cancel the process.

Hovering over each record allows you to select and deselect each record individually. If needed, you can perform either of the following actions:

• Remove from this session
• Do not call until
• Do not call

The following icons will be displayed for the records under the Call column:

– This icon will appear for all the dialable numbers

– This icon will appear on records flagged as Do not call

– This icon will appear on records flagged as Do not call until

Priority – Select how often you would like the Prospect to be called during the session. By default, the Priority will be ‘1’. If needed, you can change the priority by clicking the increment/decrement icons .

Parking Lot  – This icon will appear on records that are Parked based on the Parking Lot settings configured under the Administration tab. Dialing will NOT be initiated for the Parked contacts. Click to launch the Parking Lot - <prospect name> window to view the details of the prospect that has been parked.

User

Users can raise a request to the administrator to remove the parked contact/prospect from the Parking Lot. Please refer to the article How does a user delete the Parked records? for detailed information.

Admin

Admins can remove the parked contact/prospect from the Parking Lot instantly by clicking the Remove from parking lot button.

A confirmation message below will be displayed. Click OK to remove the prospect being parked.

After successful removal, the message shown below will be displayed. Click OK.

View Notes  – Click to view the activity history of the prospect from your CRM in the View Notes window.

NOTE: This will only work for Koncert sites integrated with a CRM.

Send Email – Click to send an Email to the prospect from within the Koncert portal.

NOTE: This icon will only be available for Koncert sites integrated with Salesforce CRM.

CRM – Click to open and view the prospect details directly from the CRM. If you are a non-CRM customer, this icon will be grayed-out .

LinkedIn – Click to launch the prospect's LinkedIn profile to view additional information about the prospect.

NOTE: The LinkedIn icon will appear only if the LinkedIn URL for the prospects is synchronized from the CRM or uploaded via CSV.

Account Name, Contact Name, Phone, and Title (example) – Here you will see the data you have chosen to be shown here from the Customize Columns section in the Settings tab.

Remove from this session – Choose the prospects that you wish to remove from the current dialing session by clicking the checkbox to the left of the prospect and click on the Remove from this session button.

A success message will appear after the selected prospects have been removed successfully from the current session.

Do not call until – Choose the prospect(s) that you do not wish to call until a certain date and click on the Do not call until button to select a future date to call the prospect(s).

A success message will appear after choosing a future date to call the prospect(s).

The Do not call until icon  will be displayed to the left of prospect(s), as shown below:

No calls will be initiated to the prospect(s) until the date selected. An alert message below will be displayed when clicking the Do not call icon .

Click Yes to remove the contact from the Do not Call status or click Cancel to cancel the process.

Do not call – Choose the prospects that you wish to flag Do not Call by clicking the checkbox to the left of the prospect and click on the Do not call button. Prospects marked as do not call are prevented from being dialed.

A success message will appear after the selected prospects have been marked as Do not call.

The Do not call icon  will be displayed to the left of prospect(s), as shown below:

Calls will not be initiated to the prospects that are marked as do not call, until you manually remove them individually. An alert message below will be displayed when clicking the Do not call icon .

Click Yes to remove the contact from the Do not Call status or click Cancel to cancel the process. 

 Customize Your View – This shortcut button navigates you to the Settings » General tab » Customize Columns section, where you can arrange the columns in your view based on the record type.