Adding a Vendor Source

Owned by Coreen Stalnaker
Last updated: Aug 07, 2024
3 min read

Before creating a Vendor Source a clone needs to be identified. The clones are used to match settings and matching Ingroups and Campaigns.

 

  1. From Leads select Vendor Sources

  2. Find the vendor that will be cloned and select the Clone Icon

The newly created clone will not automatically appear. Search “Clone” to locate it or scroll to the bottom of the list.

  1. Under General Configurations, make the following changes

    1. 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. 

  1. Description - The name of the Vendor Source, standard spacing and punctuation

  1. Public Label - The Vendor Source name Users will see when a lead comes in (not required). 

  1. 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.

    1. Navigate to the Inbound tab of the Vendor Creation screen and enter the following data

      1. Qualification Time - This is the time, in seconds, before the Inbound Price is applied. This is also known a the Buffer Time

      2. Inbound Price - the dollar amount that will be charged if this lead exceeds the Qualification Time

      3. Override Price on Inbound - must be set to Yes when adding values to ensure leads that already exist will update the Inbound Price

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.

  1. Update Vendor Source to save changes