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How to Add a Buyer

What Is A Buyer?


A Buyer is the purchaser of lead data in a lead generation campaign. In CAKE, a Buyer can purchase leads within a Vertical through the use of Buyer Contracts.



How To Add A Buyer


To add a Buyer, follow these steps:


  1. Click on the Action Menu icon on the top right of your window
  2. Navigate to the Buyers section
  3. Click the Add icon next to Buyers to access the wizard
  4. Add the Name of the Buyer
  5. Optionally add the First Name, Last Name, Email Address, and Phone Number of the primary Buyer Contact
  6. Tick Send Login Details to provide access to the Buyer Portal (requires an Email Address from the previous step)
  7. Tick Require Buyer Credit if your Buyer needs credit added to their account before purchasing leads.




How To Add Buyer Prepaid Amounts


A prepayment is money a Buyer will pay before being sold that amount in leads. Prepayments can be added either manually if the buyer is sending a check, wire, etc. or Buyers can also add a prepaid amount directly from the Buyer portal through the Authorize.net integration.


To add a Prepaid Amount for your Buyer, follow these steps:


  1. Click the Add Credit From Card or Add Manual Credit button on the Home tab
  2. Complete the wizard with the required details
  3. Click Finish



Note:

CAKE will always deduct from any prepaid amount first before deducting from a Buyer's credit limit. So, to prevent the Buyer from purchasing leads after their prepaid amount has run out, set the credit limit to $0.



How To Add Buyer Credit


Buyer Credit is the monetary limit of sales you are willing to extend to a Buyer before collecting their payment.


To add a Credit Limit for your Buyer, follow these steps:


  1. Insert the Credit Limit amount into the Info section of the Home tab
  2. Click Save




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