Buyer List

Learn how to edit invoice settings, assign managers to buyers, and manage advanced Buyer’s settings in the Buyer List section.

 The "Buyer List" section contains the list of all buyers in the system and provides an overview of a buyer’s configuration settings. You can edit the invoice settings, assign a manager to a Buyer, and configure advanced Buyer’s settings.

Go to the Client Management > Buyer List. This section contains the list of all buyers in the system and provides an overview of a buyer’s configuration settings.

Accounting set - shows the buyer’s invoice frequency and lets you edit the invoice settings.

Manager - lets you assign a manager to a buyer.

Questionnaire - shows the progress of the buyer’s questionnaire completion.

Campaigns - displays the number of buyer’s campaigns and lets you drill into the actual campaigns details.
Action - allows you to configure advanced buyer’s settings.