From your dashboard, click “CRM” and then “View Vendors” on the left side of the screen.
Click on the Company you wish to edit from your Vendors list.
You can also click “View” on the right-hand side of the contact to edit the vendor.
Once the vendor is selected, their record will open, and you can edit their information.
Any information you type in will automatically be saved.
GENERAL
You can edit all the information for this vendor here.
You can also add multiple Email and Phone types by selecting the options from the blue dropdown icons.
ADDRESS
You can add an address (or as many addresses as you want) for this vendor.
DETAILS
There is even a spot to input any details about your vendors.
The details are configured at either a brokerage or office level.
FILES
The file tab allows the brokerage to keep files with their vendors.
The files are configured at either a brokerage or office level.
Agents can upload files to brokerage and office-level vendors as well as their own vendors.
To upload a file, click the Actions button in the top right and select Upload File.
SMS
This tab allows agents to send and receive SMS messages. The SMS feature is only available to the Plus and Enterprise Plans, and the agent must have an Active outgoing SMS number. For information about SMS numbers, Click Here.
The email tab keeps a log of all your emails between you and this Vendor.