Customers

Customers are the businesses buying leads from you. They’re the reason this whole operation exists—they want leads, you have them, and Juiced connects the two while making sure money changes hands appropriately.

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Customers vs. users

Before diving in, let’s clear up a common point of confusion: customers are not users. A single user can access multiple customers (useful for agencies managing several accounts), and a single customer can have multiple users (the whole team can log in). Users authenticate. Customers purchase leads.

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The customer list

Navigate to Customers in your tenant dashboard to see all your lead buyers. From here you can:

• Search by customer name, email, or associated user information
• Filter by operational status, funding status, or archived state
• Create new customers manually

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Creating a customer manually

Click Create Customer to add a new buyer. This is the same as what happens when a customer registers through your portal—you’re just doing it on their behalf. You’ll need to provide:

• Business name and email (required)
• Phone and address (optional, but helpful for records)
• Lead caps and budgets if you want to limit their activity
• Access settings like whether they can place bids

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Customer overview

Click on any customer to see their overview. This is your at-a-glance summary of how this buyer is performing.

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Key metrics

The overview displays four stats at the top:

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Status indicators

Customers have several statuses that reflect different aspects of their account health. Understanding these helps you quickly diagnose why a customer might not be receiving leads.

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Operational status

This is the customer’s manual state—controlled by you or them:

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Funding status

Reflects wallet balance:

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Cap status

Reflects lead volume limits:

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Budget status

Reflects spending limits:

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Display status

Rather than showing all four statuses everywhere, Juiced computes a display status that summarizes the customer’s situation: This is what you’ll see in most places throughout the app.

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Account toggles

Several settings control customer behavior:

• Pause Account — Temporarily halt all activity without archiving
• Onboarded — Override the onboarding requirement (if your tenant uses onboarding videos)
• Can Access Bidding — Allow or restrict this customer from placing bids
• Disable Return Tiers — Exempt this customer from your return tier system; their raw return rate will display instead

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Auto-recharge

If the customer has a payment method on file, you can configure auto-recharge:

• Enable auto-recharge — Turn automatic funding on
• Trigger amount — When the wallet drops below this amount, recharge kicks in
• Recharge amount — How much to add when triggered

This happens immediately if the wallet is already below the trigger when you enable it.

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Stripe integration

If the customer has a Stripe customer ID, you’ll see a link to view them directly in your Stripe dashboard.

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Wallet management

Customers have a wallet balance that funds their lead purchases. You can add or remove funds without processing an actual payment—useful for credits, adjustments, or corrections.

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Adding funds

Click Add Funds from the customer overview. You’ll enter:

• Amount — How much to add
• Description — Why you’re adding it (visible to the customer)
• Receipt URL (optional) — Link to relevant documentation

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Removing funds

Click Remove Funds for the reverse. This is useful for clawing back credits or correcting mistakes.

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Timeline

The Timeline action shows a history of all fund adjustments, including who made them and why. This creates an audit trail for financial changes.

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Reserved funds

When a customer’s bids are active, funds may be “reserved” to cover potential purchases. The displayed wallet balance accounts for these holds—what you see is what’s actually available to spend.

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Return tiers

Return tiers let you incentivize good behavior. Customers with low return rates can earn discounts, while serial returners face penalties. If a customer is assigned to a return tier, you’ll see it displayed on their overview with a colored badge. Tiers can include:

• Discounts — Reduced pricing on bids (they compete at full price but pay less)
• Penalties — Surcharges based on their return rate

The Disable Return Tiers toggle exempts a customer from this system entirely.

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Managing related data

From the customer detail page, you can navigate to several related sections via the tabs at the top:

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Bids

View and manage all bids this customer has placed. You can:

• Create new bids
• Pause or resume existing bids
• Edit bid parameters
• View bid history

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Leads

See all leads assigned to this customer. Filter by source, date range, or value. Handle returns and disputes from here.

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Transactions

A record of every change to the customer’s wallet balance. Each transaction shows:

• Timestamp — When the transaction occurred
• Amount — How much was deposited or withdrawn
• Event — What triggered the transaction, with a link to the related record (lead, dispute, etc.)
• Transaction ID — Unique identifier for the transaction

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Payment methods

View the customer’s saved payment methods, including card details and expiration dates. Tenants can:

• Set a default — The default payment method is used for auto-recharges
• Delete — Remove a payment method from the account

Customers add their own payment methods through the buyer portal.

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Contacts

Contacts are phone numbers or email addresses used to send notifications. Each contact can optionally have a name attached for easier identification. From this page you can:

• Add contacts — Enter a phone number or email address
• Test contacts — Send a test notification to verify delivery
• Edit notification preferences — Click edit to see a list of available notifications that can be enabled or disabled for that specific contact

Available notification categories include:

• Lead notifications — Lead assigned, dispute approved
• Bid notifications — Outbid, bid matched, underfunded bids
• Account notifications — Paused/unpaused, tier updated
• Marketplace notifications — Buy order status changes

Each contact has its own notification settings, so you can route different types of alerts to different people or channels.

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Webhooks

Set up an HTTP endpoint that receives lead data when a lead is assigned to this customer. Configuration is straightforward:

• URL — Where to send the POST request
• Payload — Customize what data is sent using available variables (format is always JSON)
• Active state — Toggle to pause the webhook without deleting it

You can test webhooks before going live. The test generates sample data based on the lead type you select, so you can verify your endpoint handles the payload correctly.

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Users

See all users who can access this customer account. You can detach users if they should no longer have access.

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Invites

Manage pending invitations for users to join this customer account. Resend or revoke invites as needed.