Project Setup: Buyer Settings

The Buyer Settings tab allows you to configure the general buyer registration settings, prepaid auto charge settings, and Lead Deals Settings.

To configure the Buyer settings, go to the System Management > General > Project Settings section. In the Project Settings section, select the LMS & Call Logic product, then select the Buyer settings tab.

The Buyer settings tab contains three blocks:

• Registration Process

• Prepaid Auto Charge Settings

• Lead Deals Settings

• Lead Details Settings

Registration Process

The Registration Process block allows you to set up Buyer registration settings. You can enable or disable the different setting options. The Registration Process block contains the following fields:

• Enable Buyer Registration: Enable or disable the Buyer Registration (Yes / No). 
• Registration Page Name: Enter the Buyer registration page name.

• Buyer registration URL: The clickable Buyer registration URL.

• Buyer's Address Requirement: Enable or disable the Buyer's address requirement (Yes / No).

• Buyer Phone Number Confirmation: Enable or disable the Buyer’s phone number confirmation (Yes / No).
• Manual approval of Buyer by Agent or Admin: Enable or disable the Buyer’s manual approval by Agent or Admin (Yes / No).
  Note: To view the list of all buyer representatives registered in the system, click the button at the end of the line.
• Buyer Default Role: Select the Buyer default role.

• Buyer Default Label: Select the Buyer default label.
  Note: You may add and configure the Buyer Labels using additional settings, read more in this Knowledge Base article.

• Buyer Default Type Label: Select the Buyer default type label.

• Enable Buyer Prepaid Model: Select the Buyer payment model (Normal / Prepaid).

• Use Buyer's Email for Accounting Settings: Select to enable or disable the option of using the Buyer's email for accounting settings (Yes / No).

• Document requirement on the registration form: Select to enable or disable the document requirement on the registration form (Yes / No).

• Hide Lead Logs for Buyer Representatives: Select to enable or disable the option of viewing Lead Logs for Buyer Representatives.
• Use Documents on System Buyer Registration Form: Select to enable or disable the usage of the document on the System Buyer Registration Form (Yes / No).
• Documents: Select the documents for the System Buyer Registration Form.

• Postfix text: Enter the additional clarification text to display on the Buyer Registration Form.
• Allow Use Documents On Web Pages: Enter the websites where users can use the documents from the field above.
• Hide Buyer Agent field on Buyer Registration form: Select to hide or show the “Buyer Agent” field on the Buyer Registration Form (Yes / No).
• Hide Skype field on Buyer Registration form: Select to hide or show the “Skype” field on the Buyer Registration Form (Yes / No).
• Buyer Limited Report Access: Switch the toggle to enable/disable the limited report access for all Buyer Representatives.
  Note: This feature works only for new Buyer Representatives. You should change this setting manually for existing Buyer Representatives.

It can be enabled from the user edit pop-up. Go to the System Users > Buyer Settings > Buyer Representative section, and click the “Edit” button in the “Actions” column next to the corresponding Buyer Representative. Select the “Use value from Project Settings”  in the “Limited Report Access” field.

For the users with the Buyer Representative system role with the “Buyer Limited Report Access” option enabled, the system provides access only to the All Reports > Buyer Reports > Lead Details section (LMS and Call Logic). 

This report displays only 5 filters: Date, Product, Buyer Campaign, Has Disposition, and Buyer Return.

Read more about the LMS/Call Logic system roles permissions in the Knowledge Base article.

• Buyer Registration Page Message: Enter the message for the buyer registration page.

Click the “Info” button to check the BBCode list.

Prepaid Auto Charge Settings

The Prepaid Auto Charge Settings block allows you to set up different prepaid options. Also, you can arrange the balance replenishment notifications. The Prepaid Auto Charge Settings block contains the following fields:

• Partner Balance Replenishment Notifications: Select the users from the list to receive the partner balance replenishment notifications.

• Partner Balance Replenishment Notifications Emails: Enter the emails for the partner balance replenishment notifications to be sent. 

• BCC For Partner Balance Replenishment Notifications: Select the users from the list to receive the BCC for partner balance replenishment notifications.

• BCC For Partner Balance Replenishment Notifications Emails: Enter the emails for the BCC on partner balance replenishment notifications to be sent. 

• Amount to Charge Values: Enter the replenishment amount.

• Allowlisted IPs: Enter the IP addresses from which the system will accept connections.

• List of blocked IP addresses: The list of IP addresses that are blocked by the system.

Note: You can read more about how to enable the prepaid buyer option in this Knowledge Base article.

Lead Deals Settings

The Lead Deals Settings block allows you to set the default and available Products and Industries for the Lead Deals report. 

Note: The Lead Deals Settings block is available only if the Lead Deals feature is active. Read more about how to set up the Lead Deals feature in this Knowledge Base article.

The Lead Deals Settings block contains the following fields:

• Default Industry for LMS Lead Deals: Select the default Industry for the LMS Lead Deals (EDU, Finance, Health, Home Service, Insurance, Legal, Other, Real Estate).

• Default Product for LMS Lead Deals: Select the default Product for the LMS Lead Deals from the drop-down list. 

• Default Industry for Call Logic Lead Deals:  Select the default Industry for the Call Logic Lead Deals (EDU, Finance, Health, Home Service, Insurance, Legal, Other, Real Estate). 

• Default Product for Call Logic Lead Deals: Select the default Product for the  Call Logic Lead Deals from the drop-down list. 

• Available Industries for LMS Lead Deals: Select the logical operator for the Industries list for the LMS Lead Deals (All except the listed below, Only listed below). 

• Industries list for LMS Lead Deals: Select the Industries for the LMS Lead Details from the drop-down list. 

• Available Products for LMS Lead Deals: Select the logical operator for the Products list for the LMS Lead Deals (All except the listed below, Only listed below). 

• Products list for LMS Lead Deals: Select the Products for the LMS Lead Deals from the drop-down list. 

• Available Industries for Call Logic Lead Deals: Select the logical operator for the Industries list for the Call Logic Lead Deals (All except the listed below, Only listed below). 

• Industries list for Call Logic Lead Deals: Select the Industries for the Call Logic Lead Details from the drop-down list. 

• Available Products for Call Logic Lead Deals: Select the logical operator for the Products list for the Call Logic Lead Deals (All except the listed below, Only listed below). 

• Products list for Call Logic Lead Deals: Select the Products for the Call Logic Lead Deals from the drop-down list. 

Click the “Save” button to confirm the changes.

Lead Details Settings

The “Lead Details Settings” block allows you to manage the display of data in the Buyer Lead Details report.

Hide TTL column at Lead Details: Switch the toggle to the “ON” position to hide the TTL column display in Buyer Lead Details Report.