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—e.g. Auto Insurance, Solar, 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—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.
The people
Customers
The buyers who purchase leads from you. They fund a wallet, place bids, and receive leads.
Partners
External ping-post buyers you distribute to. Different from customers—partners sit outside the wallet model.

