Koncert has provided the ability to transfer the uploaded call list(s) to your team member’s My Lists tab for dialing through a Transfer button that has been added above the grid.

NOTE: The "Transfer” button will be available only for Managers.

Below you can find how to transfer the uploaded call list(s) to your team member(s):

1. Select your Call List(s) that you wish to transfer to your team member. Then, click the Actions button on the top and select the option Transfer.

NOTE:

• You can select and transfer multiple Static Call Lists.

• You cannot transfer the Dynamic list(s) and Lead Pool List to a team member. If trying to do so, an alert message below will be displayed. Click OK.

2. The Transfer Ownership window will pop up. Select a user (Sales Rep) from the Select User dropdown and click Save.

NOTE: Only Sales Reps assigned to the logged-in Manager team(s) will be listed in the Select User dropdown.

3. The message below will be displayed asking you to confirm the transfer:

• Click OK to transfer the call list(s), or

• Click Cancel to cancel this process

4. After the transfer is successful, the message below will be displayed. Click OK.

5. The call list(s) will be moved to the selected user’s My Lists tab and removed from the manager’s My Lists tab.

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