A vendor is where a lead came from — a lead supplier you buy from, a partner who refers business, or your own organization when you generated it yourself. A product is what the lead is interested in.
Both are required on every lead, which makes this one of the small number of settings screens that has to be filled in before anybody can do their job.
What you'll find here
- Vendors and Products Explained — including the "house vendor", which is what you credit self-generated leads to.
- How to Add a Lead Vendor and Its Products — the setup.
- How to Edit or Delete a Vendor or Product — with one warning worth reading first: deleting a vendor deletes its products too.
- How to Set the Borrower Portal Default Product — mortgage-specific, and only relevant if you run a borrower-facing web portal.
Why this matters beyond the form
Vendors are how you find out which sources are worth paying for. Every lead carries the vendor it came from, so once a few months have passed you can tell which supplier's leads actually closed and which ones filled your team's day for nothing.
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