How to Filter Leads in Bulk by Vendor Lead Code and Source ID

When a data supplier sends you a bad batch, you need to find every Lead from that one drop and act on just those - without disturbing the rest of the Lead list. VICIdial's Advanced Lead Management Tools page makes this straightforward using two fields that travel with each lead: the Vendor lead code and the source ID. Set them right at load time and they become a precise handle for bulk edits down the road.

What these two fields are

The vendor lead code is a value you can stamp on leads when you import them - usually the supplier's own ID for the record, so you can trace it back to its origin later. The source ID is a separate tag that marks which batch or feed a lead came from. Neither affects dialing on its own; they're there purely so you can group and find related records after the fact. Suppliers that send clean data make both fields easy to populate.

Running the filter

Open Advanced Lead Management Tools, pick the list, and choose your action - move, delete, or update Status (lead status). Then narrow the rows:

1. Enter the vendor lead code to match the supplier's record IDs.
2. Add the source ID to pin it to one batch or feed.
3. Layer on entry date if you want only leads loaded in a given window.
4. Review the matched count before you run the action.

flowchart LR
  A[All leads in list] --> B[Filter: vendor lead code]
  B --> C[Filter: source ID]
  C --> D[Optional: entry date range]
  D --> E[Matched batch only]
  E --> F[Move / Delete / Update status]
  F --> G[Rest of list untouched]

Common things you'd do with it

• Delete a whole bad batch from one Lead source without scrolling through records by hand.
• Move one vendor's leads into their own list so you can run them on a separate Campaign and measure that source on its own.
• Re-status a batch you flagged as bad, or push matches you've identified onto a DNC (do not call) list to keep them out of future dialing.

The big win is accountability. When you can isolate a supplier's data by code, you can measure exactly how that batch performed - contact rate, conversions, complaint rate - and make a clean call about whether to buy from them again. If a feed turns out to be junk, you pull it out in one operation rather than letting it drag down the numbers on a list you can't easily untangle. That alone is reason enough to insist your imports carry a vendor lead code and source ID from day one.

Don't forget the list rules

Filtering by vendor code doesn't exempt you from the standard guardrails: the list must be inactive (unless the System Setting override is on) and hold fewer than 100,000 leads for the tools to run. Set the list inactive first, do your edit, then reactivate. For the wider set of filters the Advanced page exposes, see what the Advanced Lead Management Tools page adds.

The full toolkit

Vendor-code filtering is one piece of VICIdial's bulk admin tools. For the complete rundown, read VICIdial admin bulk tools explained. VICIfast runs all of it on a managed VICIdial server provisioned in under 40 seconds - see VICIfast pricing.