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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 a specific naming convention 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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Description - The name of the Vendor Source, standard spacing and punctuation
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Public Label - The Vendor Source name Users will see when a lead comes in (not required).
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Note: Under General Configuration there is also a place for Price. This would only be if 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 the 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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Note: Under General Configuration there is also a place for Price. This would only be if there is a assigned price to the lead regardless of the Buffer time; typically used for data vendor sources. |
Update Vendor Source to save changes
If a DID is needed, submit a Support ticket with the following information:
The name or Vendor ID that needs the DID.
The name or Vendor ID that will be used to Clone for DID set-up.
Is a toll-free or local DID needed (include area code preference)?