lead-management
48 posts.
When to reset only active lists on a campaign
Resetting only active lists on a VICIdial campaign lets you refresh your current dialing rotation without accidentally re-enabling archived or deactivated lists.
Read postHow to filter stale callbacks live and uncalled for over X days
The 'Live and uncalled for over X days' filter in Callbacks Bulk Move narrows your selection to pending callbacks past a chosen age — here is how it works and when to use it.
Read postWhen to use PURGE vs APPEND for an international DNC file
PURGE replaces a country's entire DNC table with the new file; APPEND adds distinct new numbers alongside existing records. This post covers when to choose each.
Read postHow to pass preset date constants to a custom report link
VICIdial Preset Constants let you attach a variable name and value to a custom report link so the report opens with specific parameters already set, saving users time on repeat lookups.
Read postWhat 'Purge uncalled records' does in Callbacks Bulk Move
The 'Purge uncalled records' option removes still-pending callbacks from the table before a bulk move — learn what it targets and how it differs from purging called records.
Read postWhat the List Merge utility does in VICIdial
List Merge combines multiple VICIdial lists into a single destination list, consolidating lead records while leaving source list structure and history intact.
Read postHow to combine multiple lists into a single list
Step-by-step guide to using VICIdial's List Merge utility: select source lists, confirm the destination list ID, run the merge, and verify lead counts.
Read postHow to export and download scheduled callbacks in VICIdial
The Callbacks Export page lets you view and download a list of scheduled callbacks filtered by campaign and date, giving you a snapshot before any destructive bulk move.
Read postHow to reset all lists on a campaign at once
The Reset Campaign Lists page resets every list on a chosen campaign in a single action, saving you from opening and resetting each list one by one.
Read postWhat 'Purge called records' does in Callbacks Bulk Move
Learn what the Purge called records checkbox removes from the callbacks table, why it matters for cleanup, and when to use it with caution.
Read postHow to move all callbacks from one agent to another in bulk
The Callbacks Transferral page in VICIdial reassigns every scheduled callback belonging to one agent to a different agent or list in a single operation.
Read postHow to switch agent-only callbacks to everyone callbacks in bulk
VICIdial's Switch Callbacks tool converts USERONLY scheduled callbacks to ANYONE callbacks across a date range so any available agent can take them.
Read postHow to start or cancel a queued international DNC file
After uploading a country DNC file in VICIdial, START FILE triggers processing and moves the file through PENDING to finished; CANCEL removes it from the queue entirely.
Read postHow to split one big list into smaller lists
Step-by-step guide to using VICIdial's List Split utility: pick a source list, set the target size, run the split, and verify the resulting sub-lists.
Read postHow to upload and load a country DNC list in bulk
A step-by-step walkthrough of uploading a country DNC file in VICIdial: setting the country code, choosing PURGE or APPEND, selecting a file layout, and pressing START FILE.
Read postHow to change agent callbacks to ANYONE callbacks in bulk
Converting USERONLY callbacks to ANYONE callbacks in VICIdial means any logged-in agent can handle them, not just the original agent who set them.
Read postWhat the International DNC Loader does in VICIdial
The International DNC Loader stores do-not-call numbers by country in the VICIdial database so the lead loader can scrub against them during import.
Read postHow to query leads in bulk by entry date and modify date
The Advanced Lead Management Tools page lets you filter leads by entry date, modify date, vendor code, source ID, owner, or country code before acting on the matched set in bulk.
Read postHow Transfer to List ID and New Status work when moving callbacks
When bulk-moving callbacks in VICIdial, Transfer to List ID sets the destination list and New Status optionally relabels the lead records — here is how they interact.
Read postWhat the Callbacks Bulk Move utility does
The VICIdial Callbacks Bulk Move utility moves callbacks matching selected criteria — by campaign, list, user group, or agent — to a new list and optionally a new status.
Read postHow DNC file layout formats tell VICIdial where to find numbers
The DNC file layout field tells VICIdial's processing script what format a suppression file uses and where to locate the phone numbers inside each row.
Read postHow to add a custom report link to the Reports page
Step-by-step guide to registering a custom report in VICIdial's Custom Reports Admin page so it appears as a named link on the main Reports page for authorized users.
Read postWhat the Custom Reports Admin page does in VICIdial
The Custom Reports Admin page lets you add, modify, and delete custom report links that appear on VICIdial's main Reports page, giving users one-click access to bespoke reports.
Read postHow to bulk-move callbacks by campaign, list, or agent
A step-by-step guide to using VICIdial's Callbacks Bulk Move utility to move callbacks by campaign, list, user group, or agent to a new list with an optional new status.
Read postWhat the List Split utility does in VICIdial
List Split divides one large VICIdial list into multiple smaller lists of a size you choose, creating new list IDs while leaving the source list structure intact.
Read postHow to Bulk-Move Leads Between Lists in VICIdial
Move a batch of leads from one list to another with Basic Lead Management Tools - the source list must be inactive and under 100,000 leads.
Read postWhat the 100,000-Lead Limit on Lead Management Tools Means
VICIdial's bulk lead tools refuse to run on a list over 100,000 leads. Here is why the cap exists and how to split a big list to work around it.
Read postHow to Filter Leads in Bulk by Vendor Lead Code and Source ID
Use VICIdial's Advanced Lead Management Tools to isolate one data batch by vendor lead code and source ID, then move, delete, or re-status it in bulk.
Read postWhat the Advanced Lead Management Tools Page Adds
The Advanced Lead Management Tools page keeps the same move, delete, and status actions but adds deep query options plus a bulk Switch Callbacks tool.
Read postWhat the Basic Lead Management Tools Page Does
Basic Lead Management Tools lets you move, status-update, or delete leads in bulk - as long as the list is inactive and under 100,000 leads.
Read postHow to Bulk-Delete Leads From a List in VICIdial
Remove leads in bulk from a VICIdial list using the lead management tools, with the inactive-list and 100k-lead rules you need to respect first.
Read postWhy a List Must Be Inactive Before Bulk Lead Changes
VICIdial blocks bulk lead moves, deletes, and status updates on active lists. Here is why the inactive rule exists and how to work around it safely.
Read postHow to Bulk-Update Lead Status Across a List
Change the status on a batch of leads at once with Basic Lead Management Tools - the list must be inactive and under 100,000 leads.
Read postWhat VICIdial's Admin Bulk Tools Page Does
A plain-English tour of VICIdial's Admin Bulk Tools: DIDs, area-code caller IDs, users, bulk phones, and the lead management utilities that move and clean lists.
Read postWhat a VICIdial lead filter is and why you'd use one
A VICIdial lead filter is a reusable SQL fragment that narrows which leads a campaign or user dials, and why operators rely on them.
Read postHow to read the Called Counts List IDs Report
The Called Counts List IDs Report shows a called-count breakdown by status for one or more lists, optionally within a date range.
Read postHow to read the Lists Pass Report
The Lists Pass Report breaks down dial and contact stats for each pass through a list, so you can see whether reworking leads is still paying off.
Read postWhat a list pass is and why it matters
A list pass is one full cycle through a list's leads; the number of passes tells you how hard you've worked the data and how penetrated it is.
Read postNot Interested vs Unworkable Flags in VICIdial
Both flags stop a lead being dialed, but Not Interested keeps it off DNC lists while Unworkable means the lead is simply not viable.
Read postWhy you should never load the full federal DNC list into VICIdial
Loading 209 million DNC records into VICIdial's internal DNC table will break the system and still will not satisfy the FTC. Here is the right approach.
Read postLeads Dialing in the Wrong Time Zone: How to Fix It in VICIdial
Calls going out too early or too late usually mean leads coded to the wrong time zone. Here is how it happens and how to fix it.
Read postThe Time Zone Setting on a VICIdial List
The Time Zone Setting decides how VICIdial figures out what local time it is for each lead in a list. Here is what each option does.
Read postDuplicate Check in a VICIdial Drop List
The Drop List Duplicate Check setting decides whether repeat droppers get inserted again. NONE, LIST, and LIST_CAMPAIGN_LISTS explained.
Read postDrop Statuses: choosing which leads a Drop List gathers
The Drop Statuses and Inbound Groups fields decide exactly which dropped calls become leads. Here is how to scope them tightly.
Read postScheduling a VICIdial Drop List: run times, weekdays, month days
How Run Times, Run Weekdays, Run Month Days, and Gather Minutes decide when a Drop List fires and how far back it looks.
Read postHow to create a VICIdial Drop List
Step through enabling Drop Lists, naming the entry, picking inbound groups and drop statuses, and pointing it at a target list.
Read postWhat a VICIdial Drop List is
A Drop List captures dropped inbound calls into a regular list on a schedule, so abandoned callers become leads you can dial back.
Read postThe VICIdial List Inventory Report, explained
The Inventory Report rolls up dialable and worked leads across your lists so you can see what is left to call before you run dry.
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