You can view the detailed instruction on how to create and configure the general Buyer settings, including the third-party services, documentation, the list of all the Buyer Representatives, etc.

To configure the Buyer settings go to the Client Management > Buyer List section and click the “Settings” button in the “Actions” column for the related buyer.

To review a detailed buyer report data click the “Summary Report”, “Summary by Campaign” or “Summary by Product” buttons. To review the list of buyer’s campaigns click the “Campaigns” button.

The ”Global” tab allows you to configure basic buyer data:

  • Name - enter the name of the buyer;

  • Status - choose the status of the buyer (Disabled/Enabled) from the drop-down list;

  • Personal Manager - choose the manager related to the buyer from the drop-down list;

  • Label - choose the Buyer’s label from the drop-down list;

  • Type - choose the Buyer’s type from the drop-down list.

To delete the Buyer click the “Delete Buyer” button in the upper right corner.

The “Integrations” tab allows you to manage available active integrations for the buyer.

The tab displays the next data fields:

  • Available Integrations - all of the active integrations of the buyer;

  • Available Post Call Integration - all of the active Post Call Integrations of the buyer;

  • Disposition Ping Back - allows to switch on or off the Disposition Ping Back (ON/OFF).

The “Disposition Ping Back” block displays the next data column:

  • Created - the date when integration was created;

  • Updated - the date when integration was updated last time;

  • API Id - the identification number for the integration;

  • API key - the key for the API.

In the column “Actions” you can click on the “Change API key” button to change the API key and click on the “Doc” button to download the information to your computer as a document.

The “Accounting Settings

” tab allows you to view the Buyer’s invoice frequency and lets you edit the invoice settings. The feature is available only if the “Books 360” product is enabled.

  • Buyer’s name - enter the buyer’s name;

  • Email(s) - enter the email address;

  • Address - enter the physical address of the buyer;

  • Invoice Period - choose the frequency of the invoices to be sent to the buyer;

  • Due Period - enter the number of days provided for the buyer to make the payment;

  • Report Notification Email - choose the frequency of the report notification emails;

  • Prepaid Buyer - choose the prepaid from buyer (no/yes).

The “Contact Settings” tab allows you to view, edit and delete the contact information of the Buyer.

  • Type - the type of contact (email/ cell phone/ landline/ physical address/ Skype/ Id Before Migration/ WebSite);

  • Value - the contact information appropriate to the type;

  • Descriptions - the brief description of contact;

  • Actions - possibility to change the contact or delete it using the “Edit” or “Delete” button accordingly.

The “Users” tab allows to manage the list of all the Buyer Representatives added for the Buyer.

To add a new user click the “Create New User” button and fill in the data fields in the “Add New” pop-up window:

  • Email - enter the email address of the user;

  • Nick Name - enter the name of the user in the system;

  • New Password - enter the password used to log into the system;

  • Repeat password - enter the confirmation for the password;

  • First Name - enter the first name of the user;

  • Last Name - enter the last name of the user.

Click the “Add” button to create a new user.

To add an existing user click the “Add existing user” button and choose the user from the “Add existing user” pop-up window.

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To search for a specific user enter the keyword data (ID/ Nickname/ Name/ Status) into the “Filter” field.

The user list displays the next data columns:

  • ID - the identification number of the user;

  • Nickname - the name of the user in the system;

  • Email - the email address of the user;

  • Name - the name of the user;

  • Status - the status of the user (Active/Deleted/Disabled);

  • Created - the exact time when the user was created.

In the “Action” column click on the “Permission” button to add or remove permission for the user. The “View” button allows you to see the main details about the user. The “Remove” button allows you to delete the user from the Buyer’s user list.

The “Default Notification” tab allows you to manage the presets for the default notifications according to the volume of the leads. Read how to configure default notifications in the Buyer Default Notifications Settings article.

The “Phone numbers” tab displays the list of phone numbers that contains all of the general information about the entered phone number data and allows you to configure calls in the “Call settings” section.

To add a new phone number click the “Add New Phone Number” button and fill in the data fields in the “Add New” pop-up window:

  • Phone number - enter the phone number (use a valid international 11-digit phone number or sip trunk number like xxx@trunkname);

  • Product - select the product to which the number will be assigned.

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The list of the Phone numbers displays the next data columns:

  • ID - the identification number of the record in the system;

  • Phone number - the phone number;

  • Product - the name of the chosen product in the system;

  • Update Date - the date and time the record appeared or changed in the system.

In the “Actions” column click the “Edit” button to change the number or click the “Delete” button to delete the phone number.

The “Call Settings” tab allows to configure the next data:

  • Product - the name of the product the settings are applied to (select from the drop-down list);

  • Add per minute cost - to enable select the “Active” option (Disabled/Active);

  • Status for accounting per minute cost - the Buyer will be charged the cost per minute fee only for the leads with the chosen status (All/Rejected/Sold);

  • Per minute cost price - the price to be charged for each minute of the buyer's call.

  • Ring Time - ring length in second determines the length of the ring before the Buyer’s Agent picks up the incoming call (The default is set to 60 seconds);

  • Number for call attempts for "No Response" calls - the number of attempts the system will make to reach the Buyer if there is no response during the “Ring Time” period (The default number of attempts is set to “0”);

  • Number of ring attempts for Busy/Error calls - the number of attempts the system will make to reach a Buyer if “Busy” signal was received (The call was dropped/ the line is busy);

  • Interval between call attempts - the duration of time between call attempts (The default duration is set to “0”);

  • Interval between Busy/Error call attempts - the duration of time between call attempts if the system receives the “busy” signal (The call was dropped/ the line is busy. The default is set to “0”).

The “Out Integrations” tab allows you to connect to the buyer third-party services. Select the needed one from the drop-down list and fill in the data in the fields according to your choice.

The “Buyer’s Documents” tab allows you to view and upload the documentation for the Buyer. To add a new document click the “Upload File” button in the right corner and select it from your pc. To delete the file click the button in the “Actions” column.

The “Product Custom Field” tab allows you to set the default values for the Campaigns of the chosen Product. To set the default settings for the custom fields, select the tab with the preferable Product and fill in the data in the fields according to your choice.

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