Add a Rep to a Vendor
Go to the Vendors tab in your project
Click on the vendor name
Go to the Representatives tab
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
Ensure both Vendor and Manufacturer buttons are turned on
Follow the same steps as above for the manufacturer
Add Reps to Master List
Go to the left sidebar
Click the Reps tab
Click New to add a rep
Enter contact information
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
