Setting Up A Lead Buyer

Before you configure your buyer to purchase leads, you need to create their Partner account. Read our full tutorial on creating a partner account. Once saved, your Partner will go into a Not Active status. Before selling leads to this buyer, you must click the Not Active button to activate the Partner account.

If you wish to create sub-partner, click the Add Sub-Partner subtab and fill out the corresponding company information. Sub-partners are treated the same as any other lead buyer, but the lead distribution and billing are handled under the umbrella of the parent partner account.

The most important part of setting up a buyer account is creating filter sets. Filter sets are the custom business rules that determine exactly which leads the individual lead buyer can purchase and at what price.

First select a partner and access the Lead Filter Sets. Next, select the correct lead type from the dropdown and click the + sign. From here you can set the lead price, select the SRCs that this buyer accepts, attach custom deliveries and filter by a number of parameters specific to each lead type. To learn more about adding filter sets, watch here.

You must set up your buyer’s billing structure. From the Invoicing/Billing tab you can see all of your billing options. You can allow your partner to buy on credit and set a credit limit, or set up Auto Rebilling or monthly recurring charges integrated with authorize.net CIM.

You can manually add funds to your partners’ accounts from the transactions tab. Once your partner has available funds, they will be eligible to receive leads. The boberdoo system allows you to configure each of your lead buyers on an individual basis. For more information, visit our video library for walkthrough and 'How To' videos.