Using Lead Search During Vicidial® Setup

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Using Lead Search

by | Jan 13, 2016 | Other Settings, Predictive Dialer Tutorials | 0 comments

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Step-by-step Instructions for how to use Lead Search

This will show you the step-by-step tutorial on how to search for a lead from the Administration page.  These screenshots show the steps using our new updated interface.

I’m using our demo server that you can visit at: demo.edialer.net

1. Go to Lists

2. Click Search for a Lead

There are different ways on how you can search a lead. The most common ones are: Search by Phone (no spaces or special characters, just numbers), Search by Status (the 1-6 character status from the System or Campaign Statuses) and Search by First Name or Last Name.

Let’s try and search for a phone number, as an example:

3. Type the number you want to search under the phone number’s field, then SUBMIT.

After you click submit, it will show an overview of the lead, the lead ID, Status of the lead, Vendor ID (if any), List ID where the list was uploaded, Phone number, Name, city and the last call date and time.

If you click the Lead ID, it will show more detailed information of the lead. This is also the page where you can modify the lead information and status, if necessary.

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