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Adding Suppliers to your CRM

How to add Suppliers to your CRM

Robbie avatar
Written by Robbie
Updated over 9 months ago

Option A:

1. While in the trip planner page of your trip, create or open an existing reservation.

2. Add the name of your supplier (hotel, restaurant, tour etc) and once google finds it for you, select it so that our platform uploads pictures and information.

3. In the primary picture of your supplier you will see a small person avatar.

4. Select that and you will be able to add your new supplier information.

Option B:

1. Click on the 'Profiles' tab on the left hand side of your dashboard.

2. Click on 'Suppliers' at the top middle section of the profiles page.

3. Add the information of your new supplier.

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