Adding Vendors to a Lead Vendor List

Video Tip - Go to the 7:27 mark in the video below for how to add Vendors to a Lead.

By creating a Vendor List for your Leads, you can track all the tentative Vendors for the Lead in one centralized place.

NOTE: Adding Vendors to the Lead Vendor List DOES NOT give these Vendors access to your account or to the Lead. To assign Vendors to the Lead and give them access to it, you need to assign them as a Contact to the Lead.

Once you have added a Vendor to a Lead, you can view their information by clicking on the "Vendors" tab under the "Contacts, Vendors & Venues" heading.

To Add a Vendor to a Lead's Vendor List:

  1. Click on "Leads" in the main navigation bar.
  2. Find the appropriate Lead and click on it to open the Lead Dashboard.
  3. Under the "Contacts, Vendors & Venues" heading, click on the "Vendors" tab and click on the pencil icon.
  4. If the Vendor you are assigning has already been added as a Contact, find them in the "Contact List" area and click on the "Add" button next to their name.
  5. If the Vendor you are assigning has not been added as a Contact, click on the "Add New Contact" button to add them to the list.
  6. Click on your browser's "back" button to return to the Lead Dashboard.

To Remove a Vendor From a Vendor List:

  1. Click on "Leads" in the main navigation bar.
  2. Find the appropriate Lead and click on it to open the Lead Dashboard.
  3. Under the "Contacts, Vendors & Venues" heading, click on the "Vendors" tab and click on the pencil icon.
  4. Find the Contact in the "Vendor List" area and click on the "Remove" button.
  5. Click on your browser's "back" button to return to the Lead Dashboard.

NOTE: You can use the checkbox next to "Show Vendor Details Inside Lead" to display/hide the contact information for the Vendors on the list.

To Download a PDF of the Vendor List:

  1. Click on "Leads" in the main navigation bar.
  2. Find the appropriate Lead and click on it to open the Lead Dashboard.
  3. Under the "Contacts, Vendors & Venues" heading, click on the "Vendors" tab and click on the document icon. The PDF will download to your device momentarily.
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