The supply side
Sources
The API endpoints where leads arrive. Each source belongs to a lead category and has its own credentials.
Leads
An individual prospect submitted to your platform. A lead is evaluated, priced, and routed to a buyer.
Lead categories
The schema for a kind of lead you sell, such as Auto Insurance, Solar, or Home Services. Defines the fields every lead in that category carries.
Lead types
Pricing tiers within a category. Conditions decide which leads qualify for which type; a fallback type catches everything else.
The selling side
Distribution
The pipeline a lead flows through after it arrives. Composed of stages, and most tenants use Bidding and Marketplace.
Bidding
Real-time auctions where customers compete on price for matching leads. Each lead type has its own bidding rules.
Marketplace
A fallback stage where unsold leads are offered at a fixed price to any eligible customer.
Ping-post
An alternate distribution pattern where partners respond to a “ping” with a bid before receiving the full lead.
Club
A members-only pool of free leads that customers claim through a paid subscription or access you grant them.
The people
Customers
The buyers who purchase leads from you. They fund a wallet, place bids, and receive leads in their own portal.
Partners
External companies on either side of the trade. They can buy your leads over ping-post, supply leads through sources you assign them, or both. Partners sit outside the wallet model.