Before creating a Vendor Source 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
Locate the newly created clone (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 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.
Description - The name of the Vendor Source, standard spacing and punctuation
Public Label - The Vendor Source name Users will see when a lead comes in (not required).
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.
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.
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
Update Vendor Source to save changes