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Before creating a
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Vendor Source
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a clone needs to be identified. The clones are used to match settings and when setting up Ingroups and Campaigns.
From Leads select Vendor Sources
Find the vendor that will be cloned and select the Clone Icon
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Locate the newly created clone (you may have to press “Go” or search for the Cloned Vendor Source. It’s usually at the bottom of the list) and either double click or select the orange Vendor ID to edit.
Under General Configurations, make the following changes
Name/Codename - The name of the new Vendor Source in all Caps and with a hyphen for spacing. If the client follows a specific naming convention for labeling vendors via name, try to continue this convention (find the pattern and run with it)is used there is no need for TLD standard naming practices. When possible, include IB (inbound) or OB (outbound) before the Vendor’s name.
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Public Label - The Vendor Source name Users will see when a lead comes in (not all clients use this feature, agents can turn into a weapon against the agency through favoritismrequired).
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Note: Under General Configuration there is also a place for Price. This would only be if |
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there is a assigned price to the lead regardless of the Buffer time; typically used for data vendor sources. |
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Qualification Time and Cost can be added at time of creation or by editing an existing Vendor source. Double click or select the Orange Vendor code to edit.
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Navigate to the Inbound tab of the Vendor Creation screen and enter the following data
Qualification Time - This is the time, in seconds, before the Inbound Price is applied. This is also known a the Buffer Time
Inbound Price - the dollar amount that will be charged if this lead exceeds the Qualification Time
Override Price on Inbound - must be set to Yes when adding values to ensure leads that already exist will update the Inbound Price
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Update Vendor Source to save changes