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Adding Reps to Vendors

Associate sales representatives with vendors and manufacturers for easy contact management

Written by Krissy Palmer

Add a Rep to a Vendor

  1. Go to the Vendors tab in your project

  2. Click on the vendor name

  3. Go to the Representatives tab

  4. Either: Search for an existing rep, Click New to create a new rep with contact info, or Click the + to add from your existing reps list

Add a Rep to a Manufacturer

  1. Ensure both Vendor and Manufacturer buttons are turned on

  2. Follow the same steps as above for the manufacturer

Add Reps to Master List

  1. Go to the left sidebar

  2. Click the Reps tab

  3. Click New to add a rep

  4. Enter contact information

  5. Click Save

Reps added to the master list become available to assign to any vendor or manufacturer.

Benefits

  • When you assign a vendor to a spec, associated reps auto-populate

  • Contact information is centralized and accessible

Related Features

  • Assign Vendor or Manufacturer to Spec

  • Create Vendor Labels

  • Create Project Contact

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