CallerReady Supplier View Instructions

Setting up a Supplier:

  • Create Supplier Location (Global Options/Location Manager/Add New Location)
    • Set ‘LocationType’ to ‘Supplier’
  • Create Supplier User (Global Options/User Manager/Add New User)
    • Set ‘Supplier?’’ flag to ‘Yes’’
    • Select Permissions at the bottom of the page
  • Set Permissions (Global Options/Permission Details/Create New)
    • Select Permission
    • Add Description (not required)
    • Select Vertical (not required)
    • Select Revenue Type:
      • Buyer Billable Status (default) – If call meets buyer billable requirements, the call is billable for Supplier
      • Total Inbound Call Duration – If selected, specify Inbound Call Qualification Time in dropdown below
      • Connect to Buyer Conference Duration – If selected, specify Inbound Call Qualification Time in dropdown below
      • Lead Create – Will become billable after an inbound call occurs for this lead
    • Inbound Qualification Time – Used for Revenue Type requiring call duration
    • Outbound Qualification Time
    • CPL – Cost per Lead – used for all revenue types
    • CPC – Cost per Call – used for Revenue Type with duration times
    • CPM – Cost per mille clicks
  • Remember to save your settings

Supplier Login Views:

Login: https://app.callerready.com/

  • Call Log – Shows all calls for a given time period or select date range
  • Summaries by Billable Type
    • Buyer Billable Status
    • Total Inbound Call Duration
    • Connect to Buyer Conference Duration
    • Lead Create
  • All reports can be exported