What the Basic Lead Management Tools Page Does

Basic Lead Management Tools is the page you reach for when you need to do something to a lot of leads at once - shift them, restatus them, or remove them. It covers the three most common bulk operations without the extra query options of the advanced version, which keeps it fast to use for everyday list housekeeping. Here is what it offers and the two rules that gate it.

The three operations

A Lead is a single contact record - a phone number plus its fields and history. Editing leads one by one is fine when you have a handful, but it does not scale to the thousands of records a busy campaign churns through. This page lets you act on a whole batch of them at once:

• Move leads - relocate them from one Lead list to another.
• Update status - change the lead Status (lead status) across the batch, for example reopening a block of leads back to NEW.
• Delete leads - remove them from the system entirely.

Narrowing the batch

You rarely want to touch every lead in a list. The page lets you sub-divide the selection by lead status and by called count - so you can target, say, only the leads with a NEW Called status or only the ones that have already been dialed a certain number of times. That keeps each operation scoped to exactly the records you mean to change, instead of forcing an all-or-nothing action on the entire list. It also makes the tool safer: a tighter selection means a smaller blast radius if you get something wrong.

The two hard rules

Two conditions must be true before the tool will make any change:

1. The list must be inactive. An active list is being dialed against, and editing it mid-dial would corrupt the dialer's view of it.
2. The list must contain fewer than 100,000 leads. Above that, the basic page will not run the operation - you move to the advanced tools or split the list first.

Both rules apply to all three operations - moving, status updates, and deletes alike. There are no exceptions on this page, so the workflow is always the same: deactivate the list, confirm it is under the size limit, then run your operation. If a list is too large or you cannot take it offline, that is your signal to step up to the advanced tools or split the list down to size first.

How the gate decides

flowchart TD
  A[Choose operation] --> B{List inactive?}
  B -->|No| C[Blocked - deactivate first]
  B -->|Yes| D{Under 100k leads?}
  D -->|No| E[Use advanced tools or split list]
  D -->|Yes| F[Sub-divide by status and called count]
  F --> G[Move, update status, or delete]

When to step up to Advanced

If you need to filter by country code, vendor lead code, source ID, owner, or entry and modify dates, that is the job of the advanced page. The advanced version carries the same three operations but adds those extra query options, plus a callback-switching tool. Basic stays deliberately simple, and for most day-to-day list cleanup it is all you need. Reach for advanced only when the basic filters - status and called count - are not specific enough to isolate the leads you want. For the deeper operations, see how to bulk-move leads between lists.

These lead tools sit alongside the phone and user batch utilities. See the whole set in our VICIdial admin bulk tools guide.

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