In order to create a quote or invoice for a vendor (or a digital proposal via Engage), vendors must be attached to the campaign in Realhub.
Campaigns created via CRM should already have the vendors added, however can be manually created or updated in Realhub directly if required.
To manage the vendor(s) attached to a property marketing campaign:
Go to the property campaign
Click Property Details > Agents & Details
Click the Contacts tab at the top of the page
If any vendors are already attached to the campaign, they will be listed in the Campaign Contacts module.
To add a vendor to a campaign
Click Create
Start typing the vendor's name into the Search box to see if they already existing in your account
If the vendor exists already, select their name from the search results and then click Create Contact
If the vendor does not already exist, proceed with adding a new contact below
Click Add New Contact
Enter the vendor's details
First name, last name and email are all mandatory fields
Click Create Contact
You can have as many vendors attached to the campaign as required.
Once vendors have been added to the campaign, you can select them at any time to update their details.
To remove a vendor from a campaign
Select the vendor in the Campaign Contacts module
Click Remove Contact