To add default vendors to your account, click on Setup > Transactions from your dashboard.
Click on the “Default Vendors” tab.
Here you can choose the number, and which vendors will automatically be a part of transactions according to the type of transaction (i.e. Seller, Buyer, Landlord, Tenant).
To change the number of vendors for a particular person type, simply use the up or down arrow to the right of the person type.
Select the Vendor Type from the dropdown menu on the left.
Choose a specific vendor from the options on the right.
The vendor selection on the right will only display vendors that have been previously added to the CRM with the Brokerage as the owner.
Make sure to click "Save".
