Tag
lead-loader
4 posts.
How to import your existing leads into VICIdial
Importing leads into VICIdial means cleaning your CSV, mapping columns to vicidial_list fields, handling phone formatting, time zones, and dedupe with vendor-lead-code. Here is the complete walkthrough.
Read postPreviewing a Lead File Before Importing It Into VICIdial
The custom-layout loader and auto-detect feature let you see how your columns will map before you commit. Here is how to preview a file and avoid loading garbage into your lists.
Read postLoading a File That Updates Existing Leads in VICIdial
The lead loader can do more than insert new records. With duplicate checking and the status mismatch action, it can move and update leads you already have. Here is how that works.
Read postDuplicate Leads in VICIdial: How They Happen and How to Stop Them
Duplicate leads waste agent time and annoy customers. Here is where dupes come from in VICIdial and the controls that prevent them.
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