What the Advanced Lead Management Tools Page Adds

The Basic Lead Management Tools page lets you move, delete, or update the Status (lead status) of a Lead list, sub-divided by lead status and called count. The Advanced page does all the same things - but it gives you far more ways to pick exactly which rows you touch, plus one tool the basic page doesn't have at all. If you've ever wanted to act on just one supplier's batch or one agent's records, the Advanced page is where you do it.

More ways to query

On top of status and called count, the Advanced page lets you separate leads by several extra fields, and you can stack them together so the filter gets as specific as you need. The available query options are:

• Country code - target only records from a given region.
• Vendor lead code and source ID - isolate a single data batch from one supplier or import.
• Owner - act on leads assigned to one Lead owner only.
• Entry date and modify date - clean up old records or recently changed ones by date range.
• Security phrase - match leads carrying a specific verification phrase.

Combine these and you can run a surgical bulk edit - say, delete every Lead from one vendor batch loaded before a certain date - that the basic page just can't express. We walk through one common cut in filtering leads by vendor lead code and source ID.

Switch Callbacks

The Advanced page is also home to Switch Callbacks, a tool that converts agent-only callbacks to everyone callbacks in bulk. An agent-only callback can only be taken by the agent who set it; an everyone entry flows into the shared Callback queue so whoever is available can pick it up. If an agent leaves or is out, their pending callbacks would otherwise sit stranded. Switch Callbacks reassigns them as a batch instead of one at a time.

The tool asks for a day or date range and queries both the entry date and the Scheduled callback date, so you can switch only the callbacks that fall in the window you care about - for example, all of next week's agent-only callbacks for someone who's leaving. Anything outside that window stays exactly as it was. Without this tool you'd be re-pointing each callback by hand, which is slow and easy to miss entries on; doing it in one query means none of those scheduled calls quietly fall through the cracks when a seat changes.

flowchart TD
  A[Open Advanced Lead Management] --> B[Pick a tool]
  B --> C[Move / Delete / Update Status]
  B --> D[Switch Callbacks]
  C --> E[Filter by code, source, owner, dates]
  D --> F[Enter entry + callback date range]
  E --> G[Run on inactive list]
  F --> G
  G --> H[Batch change applied]

Same guardrails apply

The Advanced tools follow the same rule as the basic ones: only inactive lists can be modified, unless a System Setting override is turned on. Even with the deeper filters, a list the dialer is reading from is off limits by default. For why that matters, see why a list must be inactive.

Where it fits

Advanced Lead Management is one stop in a wider set of admin operations. For the full tour, read VICIdial admin bulk tools explained. VICIfast gives you the whole VICIdial admin on a managed dedicated server - see VICIfast pricing.