To add vendors to your CRM, you have two options:
Add a single vendor manually – Use this method if you're entering one vendor at a time.
Import multiple vendors using a CSV file – This option is best if you have a list of vendors to upload all at once.
ADD A SINGLE VENDOR:
From your dashboard, navigate to "CRM" and select "View Vendors" from the left sidebar.
Find the “Actions” menu at the top-right corner of the page, then click “+Add a Vendor”.
As a manager, you can control who within your brokerage or office can access this vendor.
As an agent, the vendor will be assigned exclusively to you.
Once you've entered the information, click "Save" to add the vendor to your Vendors list.
IMPORT VENDORS USING A CSV FILE:
From the Import screen, read the entire disclaimer.
If you agree, check the “I have read, understand…” box at the bottom.
Next, select Vendor as the upload type.
You may click the Upload button or drop a CSV file from your desktop on the blue box.
You can select which file you want to upload from your computer.
Please make sure that it is a “.csv” file.
Then click “Open”.
On this page, you will match the fields from your CSV to the pre-existing fields in Total Brokerage.
If a field is not matched, it will say “Do Not Import” as the default.
You can select which field you want it to match by clicking on the drop-down menu and making a selection.
Vendor Type must be a selected field to continue with the import.
Once you’ve completed matching the fields, click “Import” at the bottom.
Finally, you will receive a green confirmation message that your vendors have been imported.
