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Learn How to Upload Leads with Vicidial® setup

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Lets us help you save time and money. Get started today!

Check out our training videos and learn about Vicidial basics, inbound campaign setup, outbound campaign setup, call monitoring, reporting, and more. Please do not hesitate to contact us if you have any further questions, or need assistance in training.

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This will show you the step-by-step tutorial on how to upload lead lists 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. From the menu on the left side of the administration page, click “Lists”.

2. If you don’t have a list yet, create one by following these steps:

• Click “Add A New List”

List ID: Any number greater than 99

Assign a list name

List description: Optional

Campaign: Assign a campaign for the list

Active: Make sure it is set to \”Active\”

Click SUBMIT

3. If you have created a list ID or have one ready, click on “load new leads”.

4. From the uploader screen:

• Load leads from this file: Choose File (8MB max file size, .csv or .xls format)
• List ID: Select the “list ID” where you want to upload the leads.

5. Leave all other fields at default settings

6. Click Submit. It’ll take you to the mapping field.

7. Map the headers of your spreadsheet file to the labels on the left.

8. Once done, click “ok to process” to continue uploading the leads.

Note: Wait for the confirmation that will show how many good/bad/ total files you’ve uploaded.

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[/et_pb_divider][et_pb_blurb title=\”Outbound Campaign Setup\” url=\”//www.etollfree.net/predictive-dialer-tutorials/outbound-campaign-setup.html\” url_new_window=\”off\” use_icon=\”on\” font_icon=\”%%40%%\” icon_color=\”#ffffff\” use_circle=\”on\” circle_color=\”#970300\” use_circle_border=\”off\” circle_border_color=\”#000000\” icon_placement=\”left\” animation=\”off\” background_layout=\”light\” text_orientation=\”left\” use_icon_font_size=\”off\” use_border_color=\”off\” border_color=\”#ffffff\” border_style=\”solid\”]
[/et_pb_blurb][et_pb_blurb title=\”Uploading Lead Lists\” url=\”//www.etollfree.net/predictive-dialer-tutorials/uploading-leads.html\” url_new_window=\”off\” use_icon=\”on\” font_icon=\”%%40%%\” icon_color=\”#ffffff\” use_circle=\”on\” circle_color=\”#970300\” use_circle_border=\”off\” circle_border_color=\”#000000\” icon_placement=\”left\” animation=\”off\” background_layout=\”light\” text_orientation=\”left\” use_icon_font_size=\”off\” use_border_color=\”off\” border_color=\”#ffffff\” border_style=\”solid\”]
[/et_pb_blurb][et_pb_blurb title=\”Answering Machine Detection\” url=\”//www.etollfree.net/predictive-dialer-tutorials/answering-machine-detection.html\” url_new_window=\”off\” use_icon=\”on\” font_icon=\”%%40%%\” icon_color=\”#ffffff\” use_circle=\”on\” circle_color=\”#970300\” use_circle_border=\”off\” circle_border_color=\”#000000\” icon_placement=\”left\” animation=\”off\” background_layout=\”light\” text_orientation=\”left\” use_icon_font_size=\”off\” use_border_color=\”off\” border_color=\”#ffffff\” border_style=\”solid\”]
[/et_pb_blurb][et_pb_blurb title=\”Adjusting Dial limit & Speed\” url=\”//www.etollfree.net/predictive-dialer-tutorials/adjusting-dial-limit-speed.html\” url_new_window=\”off\” use_icon=\”on\” font_icon=\”%%40%%\” icon_color=\”#ffffff\” use_circle=\”on\” circle_color=\”#970300\” use_circle_border=\”off\” circle_border_color=\”#000000\” icon_placement=\”left\” animation=\”off\” background_layout=\”light\” text_orientation=\”left\” use_icon_font_size=\”off\” use_border_color=\”off\” border_color=\”#ffffff\” border_style=\”solid\”]
[/et_pb_blurb][et_pb_blurb title=\”Setting up List Mix\” url=\”//www.etollfree.net/predictive-dialer-tutorials/setting-up-list-mix.html\” url_new_window=\”off\” use_icon=\”on\” font_icon=\”%%40%%\” icon_color=\”#ffffff\” use_circle=\”on\” circle_color=\”#970300\” use_circle_border=\”off\” circle_border_color=\”#000000\” icon_placement=\”left\” animation=\”off\” background_layout=\”light\” text_orientation=\”left\” use_icon_font_size=\”off\” use_border_color=\”off\” border_color=\”#ffffff\” border_style=\”solid\”]
[/et_pb_blurb][et_pb_blurb title=\”Activating Call Back Feature\” url=\”//www.etollfree.net/predictive-dialer-tutorials/activating-call-back-feature.html\” url_new_window=\”off\” use_icon=\”on\” font_icon=\”%%40%%\” icon_color=\”#ffffff\” use_circle=\”on\” circle_color=\”#970300\” use_circle_border=\”off\” circle_border_color=\”#000000\” icon_placement=\”left\” animation=\”off\” background_layout=\”light\” text_orientation=\”left\” use_icon_font_size=\”off\” use_border_color=\”off\” border_color=\”#ffffff\” border_style=\”solid\”]
[/et_pb_blurb][/et_pb_column][et_pb_column type=\”1_4\”][et_pb_blurb title=\”Other Settings\” url=\”//www.etollfree.net/predictive-dialer-tutorials/configure-music-on-hold.html\” url_new_window=\”off\” use_icon=\”on\” font_icon=\”%%51%%\” icon_color=\”#ffffff\” use_circle=\”on\” circle_color=\”#000000\” use_circle_border=\”off\” circle_border_color=\”#000000\” icon_placement=\”top\” animation=\”off\” background_layout=\”light\” text_orientation=\”center\” use_icon_font_size=\”off\” use_border_color=\”off\” border_color=\”#ffffff\” border_style=\”solid\” image=\”//www.etollfree.net/wp-content/uploads/2016/11/icon-efficiency@2x.png\” header_text_color=\”#000000\”]
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[/et_pb_divider][et_pb_blurb title=\”Pause Codes\” url=\”//www.etollfree.net/predictive-dialer-tutorials/pause-codes.html\” url_new_window=\”off\” use_icon=\”on\” font_icon=\”%%40%%\” icon_color=\”#ffffff\” use_circle=\”on\” circle_color=\”#970300\” use_circle_border=\”off\” circle_border_color=\”#000000\” icon_placement=\”left\” animation=\”off\” background_layout=\”light\” text_orientation=\”left\” use_icon_font_size=\”off\” use_border_color=\”off\” border_color=\”#ffffff\” border_style=\”solid\”]
[/et_pb_blurb][et_pb_blurb title=\”Viewing Reports\” url=\”//www.etollfree.net/predictive-dialer-tutorials/viewing-reports.html\” url_new_window=\”off\” use_icon=\”on\” font_icon=\”%%40%%\” icon_color=\”#ffffff\” use_circle=\”on\” circle_color=\”#970300\” use_circle_border=\”off\” circle_border_color=\”#000000\” icon_placement=\”left\” animation=\”off\” background_layout=\”light\” text_orientation=\”left\” use_icon_font_size=\”off\” use_border_color=\”off\” border_color=\”#ffffff\” border_style=\”solid\”]
[/et_pb_blurb][et_pb_blurb title=\”System Settings\” url=\”//www.etollfree.net/predictive-dialer-tutorials/system-settings.html\” url_new_window=\”off\” use_icon=\”on\” font_icon=\”%%40%%\” icon_color=\”#ffffff\” use_circle=\”on\” circle_color=\”#970300\” use_circle_border=\”off\” circle_border_color=\”#000000\” icon_placement=\”left\” animation=\”off\” background_layout=\”light\” text_orientation=\”left\” use_icon_font_size=\”off\” use_border_color=\”off\” border_color=\”#ffffff\” border_style=\”solid\”]
[/et_pb_blurb][et_pb_blurb title=\”Reports- Downloading Leads\” url=\”//www.etollfree.net/predictive-dialer-tutorials/reports.html\” url_new_window=\”off\” use_icon=\”on\” font_icon=\”%%40%%\” icon_color=\”#ffffff\” use_circle=\”on\” circle_color=\”#970300\” use_circle_border=\”off\” circle_border_color=\”#000000\” icon_placement=\”left\” animation=\”off\” background_layout=\”light\” text_orientation=\”left\” use_icon_font_size=\”off\” use_border_color=\”off\” border_color=\”#ffffff\” border_style=\”solid\”]
[/et_pb_blurb][et_pb_blurb title=\”Adding System Statuses\” url=\”//www.etollfree.net/predictive-dialer-tutorials/adding-system-statuses.html\” url_new_window=\”off\” use_icon=\”on\” font_icon=\”%%40%%\” icon_color=\”#ffffff\” use_circle=\”on\” circle_color=\”#970300\” use_circle_border=\”off\” circle_border_color=\”#000000\” icon_placement=\”left\” animation=\”off\” background_layout=\”light\” text_orientation=\”left\” use_icon_font_size=\”off\” use_border_color=\”off\” border_color=\”#ffffff\” border_style=\”solid\”]
[/et_pb_blurb][et_pb_blurb title=\”Call Times Setting\” url=\”//www.etollfree.net/predictive-dialer-tutorials/call-times-setting.html\” url_new_window=\”off\” use_icon=\”on\” font_icon=\”%%40%%\” icon_color=\”#ffffff\” use_circle=\”on\” circle_color=\”#970300\” use_circle_border=\”off\” circle_border_color=\”#000000\” icon_placement=\”left\” animation=\”off\” background_layout=\”light\” text_orientation=\”left\” use_icon_font_size=\”off\” use_border_color=\”off\” border_color=\”#ffffff\” border_style=\”solid\”]
[/et_pb_blurb][et_pb_blurb title=\”Web Form & Custom Fields\” url=\”//www.etollfree.net/predictive-dialer-tutorials/web-form-custom-fields.html\” url_new_window=\”off\” use_icon=\”on\” font_icon=\”%%40%%\” icon_color=\”#ffffff\” use_circle=\”on\” circle_color=\”#970300\” use_circle_border=\”off\” circle_border_color=\”#000000\” icon_placement=\”left\” animation=\”off\” background_layout=\”light\” text_orientation=\”left\” use_icon_font_size=\”off\” use_border_color=\”off\” border_color=\”#ffffff\” border_style=\”solid\”]
[/et_pb_blurb][et_pb_blurb title=\”Agent Lead Search\” url=\”//www.etollfree.net/predictive-dialer-tutorials/agent-lead-search.html\” url_new_window=\”off\” use_icon=\”on\” font_icon=\”%%40%%\” icon_color=\”#ffffff\” use_circle=\”on\” circle_color=\”#970300\” use_circle_border=\”off\” circle_border_color=\”#000000\” icon_placement=\”left\” animation=\”off\” background_layout=\”light\” text_orientation=\”left\” use_icon_font_size=\”off\” use_border_color=\”off\” border_color=\”#ffffff\” border_style=\”solid\”]
[/et_pb_blurb][et_pb_blurb title=\”Real Time Call Monitor & Barge\” url=\”//www.etollfree.net/predictive-dialer-tutorials/real-time-call-monitor-barge.html\” url_new_window=\”off\” use_icon=\”on\” font_icon=\”%%40%%\” icon_color=\”#ffffff\” use_circle=\”on\” circle_color=\”#970300\” use_circle_border=\”off\” circle_border_color=\”#000000\” icon_placement=\”left\” animation=\”off\” background_layout=\”light\” text_orientation=\”left\” use_icon_font_size=\”off\” use_border_color=\”off\” border_color=\”#ffffff\” border_style=\”solid\”]
[/et_pb_blurb][et_pb_blurb title=\”Using Lead Search\” url=\”//www.etollfree.net/predictive-dialer-tutorials/using-lead-search.html\” url_new_window=\”off\” use_icon=\”on\” font_icon=\”%%40%%\” icon_color=\”#ffffff\” use_circle=\”on\” circle_color=\”#970300\” use_circle_border=\”off\” circle_border_color=\”#000000\” icon_placement=\”left\” animation=\”off\” background_layout=\”light\” text_orientation=\”left\” use_icon_font_size=\”off\” use_border_color=\”off\” border_color=\”#ffffff\” border_style=\”solid\”]
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VICIdial® is the property of VICIdial group

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