Every new buyer starts in the built-in Unverified tier and gets no deal blasts until someone on your team vouches for them. The Buyer verification card is where you do that. It sits at the top of the Buyer tab on a contact's profile, and on a company's profile when the company is a Buyer.
The checklist
The card lists five checks:
- Talked to them live — you've had a real conversation.
- Buy box confirmed — they've told you what they buy, and their buy box matches.
- Proof of funds on file — you've seen it. This is the same switch as Proof of funds on file on the Buy boxes card; changing either one changes both. Uploading a Proof of funds document on the Overview tab's Documents card checks it for you — see Keeping documents on contacts and companies.
- Buying entity confirmed — you know the company name they close in.
- Closed a deal with us — marked Automatic. TED checks it once a deal they bought has closed; you can't check it by hand. For a company it counts a closed deal bought by any of its people.
Check a box as you confirm each one. The row then shows who checked it and when — "by Sam Lee on Oct 3, 2026". Uncheck it to clear it. The card's first line tells you how far along you are ("2 of 5 done") and names the next open check, which is also tagged Next.
On a contact, Buying entity confirmed names the company they buy in — a company they own or work at that has the Buyer type. If none is linked yet, select Pick entity to link one (see Viewing a company for how relationships work).
You need edit access to the Contact Hub to check anything. With view-only access you see the checklist but can't change it — ask an admin if you need to.
Promoting a buyer
Once the first four checks are done and the buyer is still Unverified, the card shows:
All checks done. Promote to Bronze?
Select Promote to Bronze to move them into your team's lowest tier — whatever you've named it. TED never promotes anyone on its own; a person always makes the call. You can also set any tier yourself from the Buyer tier dropdown at the top of the profile at any time. See Ranking buyers and setting up deal marketing.
A buyer always has a tier, so the dropdown has no No tier choice for a buyer. Unverified — shown grey with a lock — is the lowest it goes.
Marking someone Not a buyer
For a junk lead or someone who turned out not to buy, select Not a buyer at the bottom of the card. TED asks:
Mark Jerry Diaz as not a buyer? They keep their tab and history but drop out of buyer lists, blasts and matches. You can undo this.
Select Mark Not a Buyer. From then on they:
- are hidden from the Buyer view in the Contact Hub,
- never show up in Find buyers, and
- are left out of every deal marketing send to a tier or to matching buyers.
Their Buyer tab, buy boxes, deals, and messages all stay. The card shows Marked not a buyer with an Undo button — select it and they're back in buyer lists and matches right away.
To see them in the Contact Hub, open the Buyer view and turn on Show not-a-buyer; they're listed with a Not a buyer badge. This is different from archiving, which hides a record everywhere — see Archiving and restoring contacts and companies.
Going cold
A buyer is going cold when either is true:
- your last text, call, email, or comment with them was more than 6 months ago, or
- their Buy box confirmed check is more than 12 months old.
Those are the defaults — a team admin can change both numbers in Settings > General under Contact Hub. See Contact Hub settings.
The card shows an amber badge — "Going cold — no contact in 7 months" — so you know to check in or re-confirm their buy box. Getting in touch, or unchecking and re-checking Buy box confirmed, clears it. A buyer you've never contacted isn't flagged; use the Not contacted in filter to find those.
To work the whole list, open the Buyer view in the Contact Hub and select Going cold. It works on the Companies tab's Buyer view too.
If something didn't load
If the card shows Couldn't load the verification checklist, select Retry once your connection is back. If a check fails to save, TED says which one and nothing changes — check it again.