Add a lead vendor and its spend

Published October 8, 2026 · Last updated October 16, 2026

Add a vendor that sells you leads, then type what you pay it each month.

3 minutes · Owner

Add the vendor

1

Open Settings and choose the Sale Config tab.

2

On the Source Type tile, press Manage.

3

In the Sources window, press Add, type the vendor's name and press Enter.

4

Open the ⋯ menu at the right end of its row and choose Mark as lead provider.

The vendor gets a Provider tag and a Spend tag. It now shows under Lead Provider when you upload leads.

For paid marketing that sends no leads file, such as ads, choose Track marketing spend instead.

Enter its spend

Skip this when the vendor's files carry a cost for each lead.

1

Open Settings, choose Revenue & spend, then Lead & ad spend.

2

Set the year with the arrows.

3

On Marketing Spend, keep Monthly selected and press Edit.

4

Type each month's amount on the vendor's line.

5

Press Done.

An amount you type replaces the file's cost for that vendor and month.

Tip. Buy shared and exclusive leads from one vendor? Add them as two lead providers, so each gets its own line.

Frequently Asked Questions

Why is a vendor missing from the Lead Provider list?

That list shows only sources marked as lead providers. Open Sources and choose Mark as lead provider on it.

What is the difference between a source and a lead vendor?

A source is where a sale came from, such as a referral. A lead vendor is a source you marked as a lead provider.

Run your own numbers with the free insurance lead ROI calculator.