Creating Groups of Vendors

Creating Groups of Vendors

Caroline Eisner avatar
Written by Caroline Eisner
Updated over a week ago


  1. Click Vendors tab

  2. Click +New Vendor in top right corner

  3. Add group name for Vendors

  4. Click +New Contact to add individual Vendors

  5. Enter Vendor details:

    1. Vendor Name

    2. Vendor Email address

    3. Vendor Phone Number

    4. Vendor Description

    5. Attach any additional files

  6. Link any Locations and Assets to Vendor group

  7. Click Create in bottom right corner

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