To assign a vendor to a role on a deal, you will first need to open the deal you would like them assigned to.

On the left panel, you will see a drop-down option for "Assigned Team". Click it.

Next, click the edit button (looks like a pencil) to the right of the role you would like to assign a vendor to.

It will bring up a search box. If the vendor already exists in your Rolodex, simply search for their name, select the name you want to use, and click "save".

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To add a vendor that isn't already in your system on a particular deal, you will first need to go to your deals page. Then open the deal that needs a new Vendor added to the assigned team.

From the deal, click the "Assigned Team" drop down to display all roles for the current deal.

Click the edit button opposite the role name.

You will see the option to "Add a Vendor" or "Add a Team Member".

Click "Add a Vendor" and fill out the corresponding information for the person you would like to add to the system.

Once you are finished, click the green "Add" button, and the vendor will be added to the deal and your vendor list for future use.