How bidding works
A bid is a customer’s standing offer to purchase leads matching specific criteria. When a lead arrives that matches a bid’s lead type and location, that bid enters the auction. The outcome depends on several factors:- Bid amount — Higher bids win
- Customer wallet — Must have sufficient funds
- Customer status — Must be active (not paused or archived)
- Bid status — Must be active (not paused or archived)
- Caps and budgets — Must not be exhausted
- Competition — How this bid compares to others on the same lead type and location
The lead type connection
Every bid is placed on a lead type. The lead type’s bidding settings determine:- Which scopes are available — Can customers bid at the county, state, or nationwide level?
- Fixed price vs. range — Is there a single set price, or can customers bid within a range?
- Minimum bid — The floor price to participate (or the only price when fixed pricing is enabled)
- Maximum bid — The ceiling (hidden when fixed pricing is enabled)
- Bid increments — The step between valid bid amounts (hidden when fixed pricing is enabled)
Scopes
The scope defines the geographic reach of a bid:
Broader scopes typically mean more lead volume but also more competition. A nationwide bid competes with every other nationwide bid on that lead type, plus all the state and county bids for the lead’s specific location.
Creating a bid
To create a bid, you’ll need to specify:- Lead type — Which lead type you want
- Scope — Geographic level (county, state, or nationwide)
- Location — The specific area within that scope
- Amount — How much you’re willing to pay per lead
Optional limits
If enabled by the tenant, bids can also have their own caps and budgets:- Daily/weekly/monthly lead caps — Maximum number of leads this bid can win
- Daily/weekly/monthly budgets — Maximum spend for this bid
Managing bids
From a customer’s bid list, you can:- Add new bids — Click “Create Bid” to place a new one
- Edit existing bids — Change the amount or limits
- Pause/unpause — Toggle the bid on or off without deleting it
- Delete — Remove the bid entirely (archives it)
Pausing a bid is different from pausing a customer. A paused bid shows as “Paused” in its own status, but if the customer is paused, all their bids are functionally paused even though each bid might still display as “Active.”
Bid statuses
Like customers, bids have multiple underlying statuses that roll up into a single display status. The display status is what you’ll see most often, but the underlying statuses are available as optional columns in the bid table.Underlying statuses
These four statuses each track a specific aspect of the bid’s health:
Tenants can toggle these columns on or off in the bid table to show as much or as little detail as needed.
Display status
The display status combines the underlying statuses into a single, summarized value:How statuses resolve to display
The display status is derived from the four underlying statuses. “Under Funded,” “Not Funded,” “Capped,” and “Exhausted” each pinpoint a specific reason the bid isn’t fully active, so you can diagnose at a glance:- Under Funded / Not Funded reflect wallet state.
- Capped reflects a lead cap (daily, weekly, or monthly).
- Exhausted reflects budget consumption.
- Limited means the bid is still competing, just at a reduced amount because of budget pressure.
Bid positions
Position tells you where your bid stands relative to the competition for the same lead type and location. It’s your quick answer to “Am I winning?”Bidding limits
Bids can have their own caps and budgets, separate from the customer’s account-level limits.Lead caps
Lead caps limit the number of leads a bid can win:- Daily cap — Resets each day
- Weekly cap — Resets each week
- Monthly cap — Resets each month
Lead caps only count leads won through bidding. If a customer purchases leads from the marketplace, those don’t count against bid caps. That’s why these are called “bidding limits”—they specifically govern the bidding channel.
Budgets
Budgets limit the amount spent through a bid:- Daily budget — Maximum daily spend
- Weekly budget — Maximum weekly spend
- Monthly budget — Maximum monthly spend
How limits interact
A bid respects the most restrictive constraint. If you have:- A daily cap of 10 leads
- A daily budget of $500
- A bid amount of $40
Bidding settings
Beyond individual bids, there are tenant-level settings that control how bidding works across your operation.Global bid lock
The bidding settings page includes a global option to lock bids. When enabled, customers cannot make changes to their bids through the customer portal—only tenants can modify bids. This allows tenants to create a fully managed pricing system where they control the price of all leads.Customer bidding access
You can restrict customers from accessing bidding until they’ve deposited a minimum amount of funds. Once they reach or surpass the threshold, bidding access is automatically granted. Tenants control the messaging shown to customers in the modal that blocks their access. This is useful for scenarios like requiring customers to schedule a call with your sales team before they can start bidding.Smart pricing
Smart pricing ensures customers only pay what’s necessary to win a lead—not their maximum bid. When a customer wins an auction, they pay one increment above the next highest bidder, regardless of how high they bid. Example: If the minimum bid is $10 with $10 increments, and a customer bids $100 while the next closest bidder is at $10, the winner pays $20—not $100. This encourages customers to bid their true maximum since they won’t overpay when competition is low. It also means customers can confidently bid for top position without worrying about the actual price until the lead is won.Related guides
Setting up bidding
Turn on bidding, configure scope and pricing per lead type, and gate customer access.

