This article will cover:
What is a Buyer Group?
A Buyer Group is a way of grouping buyers together to prevent a lead from selling to more than 1 buyer within that group.
Buyers grouped together are effectively considered one entity. Once a success response is received from a buyer within that group, CAKE will not attempt to sell the lead to any other buyers within that buyer group. In a multisell scenario, CAKE must find another multisell or hybrid buyer outside of the buyer group in order to successfully sell that lead.
The second option is through Global Settings.
To create a Buyer Group in Global Settings, follow these steps:
- Navigate to the Setup main tab
- Navigate to the Other Lists sub tab
- Click the Add Icon under Buyer Group
How to Add a Buyer to a Buyer Group
To add a Buyer to a group, follow these steps:
- Navigate to the Buyer card
- Click on the Advanced sub tab
- Click on Buyer Group drop down and select the name
FAQ
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If you have any questions, please reach out to your dedicated CAKE Client Success Manager/Account Manager or contact the CAKE Support Team at support@getCAKE.com.