Lead Source
Buyer management

Know who receives the call and on what terms.

Manage the businesses buying calls, their contact details, receiving numbers, and commercial settings.

Pay per call · Built for US call workflows
Lead SourceIllustrative example
Buyer management
  1. BuyerRegional repair company
  2. ReceivesQualified repair calls
  3. TermsPrice and credit limit recorded

Create the buyer relationship

Add the business details and the people responsible for the account.

Explore the steps above. Sample details show the workflow, not a live account.

Pay per call

What changes in your day.

A buyer relationship includes more than a phone number. Keep the business details, call requirements, and financial context organized so routing and billing refer to the same relationship.

01

Keep the buyer's details together

Store the business and point-of-contact information your team needs. Keep the receiving numbers aligned with the people or service that will actually answer.

02

Connect the commercial terms

Review buyer pricing, payment terms, and credit limits alongside the relationship. Changes should be understood by the people managing delivery and accounts.

03

Review activity in context

Inspect the calls sent to a buyer, their qualification, and any disputed outcomes. Use actual call details when discussing performance with a partner.

From setup to review

Put it to work.

  1. 01

    Create the buyer relationship

    Add the business details and the people responsible for the account.

  2. 02

    Set receiving and commercial rules

    Connect destinations, offers, and the applicable financial limits.

  3. 03

    Review delivered calls

    Inspect outcomes and keep the relationship's settings up to date.

A closer look

Useful answers before you start.

Explore the workflow above, then bring your own requirements to an early-access conversation.

Can a buyer have a credit limit?

Yes. Buyer balances and credit controls are part of the financial workflow. They can affect eligibility for further call delivery.

Can I restrict what a buyer sees?

Use partner-access controls when a person should only see particular campaigns or buyer-related information. Review the permissions before sharing access.

Meet your next growth tool

Let’s connect the dots on your calls.

Get an early look at Lead Source, built for the way your business handles calls.