No inbound lead insert just lookup

[walax]

Is it possible to just lookup for the lead (inbound) but not to automatically insert a new lead if number doesn't exit in campaign lists?

[williamconley]

an agent cannot be on a call without being connected to a lead.

it IS possible to delete them later (with a script outside vicidial).

or assign them to a list you ignore.

or both.

[walax]

at first thank you for the quick response.
Now how is it possible to delet them later or (even better) assign them to a ignore list?

[williamconley]

This is set in the DID:
In-Group List ID - If IN_GROUP is selected as the DID Route, then this is the List ID that leads may be searched through and that leads will be inserted into if necessary.

Set your In-Group Call Handle Method to CIDLOOKUP or CIDLOOKUPRC so the system can Search ALL lists. Then set the In-Group List ID to a list ID that does not even exist and it will write new entries in a list you'll never see (unless you create it some day ...). They will still appear in searches. But you CAN create and delete that list every now and again to clear it out. Deleting a list actually does delete all the leads in it.

[walax]

Ahh... thank you very very much.
I thought that the list id defined under In-Group List ID is necessary to find the leads properly. But it is the Call Handle Method which does the work.
So that "new" leads will be inputed in some other list.
E.g. if the lists with the id 5555 is selected in the campaign List ID and 5554 is defined as the In-Group List ID in the DID and CIDLOOKUPRC is the Call Handle Method the Dialer will only dial the leads which are and were in the list 5555. And the "new" lead will just be inserted in the list 5554 and not dialed after a reset, for example... right?

[williamconley]

yes, and since you'll not be resetting 5554 anyway, it wouldn't matter anyway. so it works for two reasons.

[walax]

Thats exactly what i want. Thank you very much.
One last question: does the 5554 has to be selected in the Campaign? Because i dont work with resetting but with recycling.

[walax]

? ?

[bghayad]

Hello;

vicibox 6.0.4, vicidial 2.12-546a, Build 160328-0316, asterisk 1.8.32.3-vici, Single Machine

Actually I am able to insert the new call as a new lead in the list for inbound calls. But how I can insert the customer information (first name, last name, ...etc) to be saved in the inserted lead to be displayed for next incoming call?

Regards
Bilal

[williamconley]

Hello;

vicibox 6.0.4, vicidial 2.12-546a, Build 160328-0316, asterisk 1.8.32.3-vici, Single Machine

Actually I am able to insert the new call as a new lead in the list for inbound calls. But how I can insert the customer information (first name, last name, ...etc) to be saved in the inserted lead to be displayed for next incoming call?

Regards
Bilal

That depends on where this data resides. The agent would be expected to enter this data manually during a live call.

[bghayad]

Do you mean to enter the data using webform?
Or to enter the data in the vicidial agent desktop interface?

Regards
Bilal

[williamconley]

That depends on where this data resides. ...

I don't mean anything. I asked where the data is before you want to enter it.

[bghayad]

It is new call and I have to take the information from the caller to enter it.

Regards
Bilal

[williamconley]

I'm relatively certain that this is why the Agent Screen exists. Yes?

[bghayad]

That is correct. I will ask the caller the information and will enter it.
The call is hanged up.
I did not find the information saved in the list file.
That is why I asked the question: How to save the entered information in the form to the list?
Regards
Bilal

[williamconley]

Are you sure you were looking at the same lead? If your DID is set to create a new lead for each call (instead of looking up an existing lead), then there's another lead with this information in it (each time you get a new call ... a new lead is created).

Did you verify the lead_id during the call is the same lead you checked later?

I've never had a system that did not properly store the data in the lead during a live-agent call unless there was database damage of some sort OR some custom software interfering.

[bghayad]

The new lead is added to the list but without the information that I entered it manually in the agent desktop form (the Name, the Address, ... etc). And yes I set the DID to send the call for the In_Group and I selected the Call Handled Method to be CID (which I am sure it should add lead).
Actually I am asking if there is any button I have to click it in the agent desktop form to save the entered field information in the list? Because I only click on hangup .. so is it enough to save the entered information (the Name, the Address, ... etc)?

Regards
Bilal

[williamconley]

CID adds a new (fresh, blank, empty) lead EVERY TIME. with NO information in it.

CIDLOOKUP will search for the existing lead first, and use the existing lead if there already is one. Thus it ONLY makes a fresh (blank, empty) lead if there is NO match. It will recycle the lead if there's already one with this phone number in the system.

click on the (?) next to the field for CID and you'll see all the options.

[bghayad]

Thus it ONLY makes a fresh (blank, empty) lead if there is NO match.

Here we start
If there is no match for the lead and need to add new lead, how to add the information?
During the call, I will ask the customer for his name and address and will enter the information in the form fields, but how to save it to the list?

Regards
Bilal

[williamconley]

That should happen when you push the hangup customer button and disposition the call. If it does not, your system may be broken. Does it save the information on the regular prospect screen? (name/address/etc?)

And did you verify the lead ID to check the data on the correct lead?

[bghayad]

I discover it is saving in the list, but all typed data are saved in this shape: XXXXXX and the number of X's depends on the number of characters that was entered. For example, the address is long, so I see long row of X's (XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX). It is exactly (X) and as I am telling you.
But I selected the Gender from drop down list, this appeared well in the list (it appeared M as I selected M-Male).

So why it is appearing X?
Regards
Bilal

[williamconley]

Your user probably doesn't have permission to view lead data.

Review the ADMIN REPORT OPTIONS for the user.

[bghayad]

Yes correct william, that was exactly my problem.
It is resolved by disable (set to 0) Admin Hide Lead Data and Admin Hide Phone Data. Then I downloaded the list and it worked fine with me.
Thanks a lot for your kindly help.
Regards
Bilal