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.
Katika sehemu hii
Makala zinazohusiana
Baadhi ya viongozi wakijibu maswali yaliyo karibu.
Custom Forms
A custom form is a set of extra questions attached to a market, asked when somebody creates a lead in it. Solar leads need roof age; insurance leads need vehicle details; neither belongs on the standard lead record.…
Mwongozo wa Ununuzi
Kuleta inaongoza katika faili tayari una - spreadsheet kutoka kwa muuzaji, nje kutoka mfumo wewe ni kuondoka, orodha kutoka tukio. Ikiwa unaongoza mara kwa mara kutoka kwa chanzo hicho, usifanye hivyo kwa mkono kila…
Markets and Fields
A market is the category a lead is filed under — "Mortgage", "Solar", "Insurance". It decides which form somebody fills in when they add a lead, which products can be attached, and how leads are grouped when you go…