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How to add a Buyer

This article will cover the following:

  • What is a Buyer?
  • How to add a Buyer in your CAKE instance

What is a Buyer?

A Buyer is an entity in CAKE specific to clients licensing the Lead Gen platform.

Within the Lead Gen platform, Buyers are who you are selling lead data to.  

Adding a new Buyer

Adding a buyer can be accomplished in multiple places in your CAKE instance.

  • Click the Lead Gen main tab > click the Buyers sub tab > click Add Buyer button
  • Hover over the Lead Gen main tab > go down to Buyers > click Add Buyer

A buyer only needs a name.  All other options in the Add Buyer wizard are optional and can be chosen/edited once the affiliate has been created.

Every buyer will need money to purchase leads.  (**This is assuming leads are selling for more than $0. A buyer does not need money if leads are selling for $0)

Prepaid Amount: This is the prepay method.  Money can be added manually if the buyer is sending a check, wire etc.  Buyers can also add money in the Buyer portal through the integration.  (consult with your trainer for more information)

Credit Limit: This is the post pay method.  Buyers will be allowed to spend as much money as you place in this field and will be invoiced at the end of the billing cycle.

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