> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usejuiced.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Types

> How leads are categorized and routed using conditions.

Lead types are a refinement of a [lead category](/features/lead-categories) that provide additional classification. While lead categories define who a person is and what they want, lead types help identify their level of intent and value.

## Conditions

Each lead type has conditions that determine which leads it matches. Conditions use fields from the parent lead category to evaluate incoming leads.

To create a condition, you:

1. Select a field from the lead category
2. Choose an operator (options vary based on the field's data type)
3. Enter a value to check against

You can add as many conditions as needed.

### Available operators

The operators available depend on the field type you select. On date fields, some operators display with date-friendly labels—"Before," "After," and "On" instead of "Less than," "Greater than," and "Equals."

| Operator               | Date-field label | Available for         | Description                                            |
| ---------------------- | ---------------- | --------------------- | ------------------------------------------------------ |
| Equals                 | On               | All field types       | Exact match                                            |
| Does not equal         | Not on           | All field types       | Does not match                                         |
| Contains               | —                | Text fields           | Value contains the specified text                      |
| Does not contain       | —                | Text fields           | Value does not contain the specified text              |
| Less than              | Before           | Numeric, date fields  | Value is less than (or before)                         |
| Less than or equal     | Before or on     | Numeric, date fields  | Value is less than or equal to (or on or before)       |
| Greater than           | After            | Numeric, date fields  | Value is greater than (or after)                       |
| Greater than or equal  | After or on      | Numeric, date fields  | Value is greater than or equal to (or on or after)     |
| Between                | —                | Numeric, date fields  | Value falls within a range                             |
| Within the past N days | —                | Date fields           | Date is within the specified number of days from today |
| Older than N days      | —                | Date fields           | Date is more than the specified number of days ago     |
| Any                    | —                | List of Values fields | At least one of the specified values is present        |
| All                    | —                | List of Values fields | All specified values are present                       |
| None                   | —                | List of Values fields | None of the specified values are present               |

<Tip>
  The relative date operators—**Within the past N days** and **Older than N days**—are useful for time-sensitive routing. For example, you could create a lead type that only matches leads where a quote was requested within the past 7 days.
</Tip>

### Condition logic

Conditions are organized into groups with the following logic:

* **Within a group**: Conditions are combined with AND (all must be true)
* **Between groups**: Groups are combined with OR (any group can match)

<Accordion title="Example: Home insurance leads">
  Say you want to create a lead type for high-value home insurance leads. You might set up conditions like:

  **Group 1** (homeowners with high property values):

  * `property_type` equals `single_family` AND
  * `estimated_value` greater than `500000`

  **Group 2** (new construction):

  * `year_built` greater than `2020` AND
  * `square_footage` greater than `2500`

  A lead matches this lead type if it satisfies all conditions in Group 1 OR all conditions in Group 2.
</Accordion>

## Fallback lead types

A fallback lead type catches any lead that doesn't match other lead types within the same lead category. When you create a lead category, a lead type is automatically generated and configured as the fallback.

When the fallback option is enabled:

* Conditions are hidden (since fallback matches everything that didn't match elsewhere)
* Priority is automatically set to the lowest

To add conditions to a fallback lead type, you must first uncheck the fallback option.

## Priority

Priority determines the order in which lead types are evaluated when a lead could match multiple lead types.

If your lead types have non-overlapping conditions, priority doesn't matter—each lead will only ever match one lead type. But if a lead could qualify for multiple lead types, the one with the highest priority wins.

<Accordion title="Example: Overlapping lead types">
  Imagine you have two lead types for auto insurance leads:

  * **Premium Drivers** (priority 1): `age` greater than `25` AND `violations` equals `0`
  * **Standard Drivers** (priority 2): `age` greater than `25`

  A 30-year-old with no violations matches both lead types. Because Premium Drivers has a higher priority, they're placed there instead of Standard Drivers.
</Accordion>

<Note>
  Priority only applies to non-fallback lead types. Fallback lead types are always evaluated last.
</Note>

## Bidding scopes

Bidding scopes define how customers can bid on leads within a lead type. You create them by configuring:

| Setting     | Description                                                                                        |
| ----------- | -------------------------------------------------------------------------------------------------- |
| Scope       | The geographic level at which bids are placed: county, state, or nationwide                        |
| Enabled     | Toggle to activate or deactivate the scope                                                         |
| Fixed Price | When enabled, customers pay a single set price instead of bidding within a range                   |
| Minimum     | The lowest bid a customer can place. Relabels to **Price** when Fixed Price is enabled.            |
| Maximum     | The highest bid a customer can place (hidden when Fixed Price is enabled)                          |
| Step        | The amount by which bids increase between minimum and maximum (hidden when Fixed Price is enabled) |

<Tip>
  Use **Fixed Price** when you want all customers to pay the same amount for leads—no bidding, no competition on price. This is ideal for flat-rate pricing models.
</Tip>

Until at least one bidding scope is enabled for a lead type, customers won't see any bidding options when they try to place a bid.

## Marketplace settings

Lead types also control marketplace behavior for leads that go unsold through normal distribution. See [Marketplace](/features/marketplace) for details on configuring these settings.

## Related guides

<Card title="Defining lead types" icon="split" href="/guides/defining-lead-types" horizontal>
  Create a lead type, write conditions, set priority, and configure bidding behavior.
</Card>
