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Category: Vendors
How To Upload A Document For A Vendor?
(KB10000017)
1. Search for the Vendor you with to add the document to. 2. Click through to the Vendor Details Page. 3. Click on the sub-tab "DOCUMENTS". 4. Click Browse or Choose File button to locate file. 5. Locat ... |
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How To Modify A Vendor?
(KB10000043)
1. Click the Vendor tab on the top. 2. Locate the vendor you wish to edit. You can use the filter to help you search. 3. Click the company or the contact name to view the Vendor Details. 4. Click the EDIT ... |
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How To Create A Follow-up Activity For A Vendor?
(KB10000050)
1. Search for your vendor and go into the vendor's detail page. 2. Locate the "Follow Up Box" on the right as show here. 3. Enter your new activity or reminder action in the "Follow-up Action" box. 4. Select ... |
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How To Add A Note To A Vendor?
(KB10000067)
1. Search for your Vendor through the search field on the left, or by clicking the Leads tab on the top and locating your Vendor. 2. Click the Vendor company name or contact name to go into the Vendor Detail. 3. O ... |
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How Do I Search For A Vendor?
(KB10000105)
There are a couple of ways to search for an vendor. Search Box: 1. Locate the search box on the left pane, right above the calendar. 2. Type partially the company name, first name, last name, email, or phone ... |
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How Do I Import A List Of Vendors?
(KB10000113)
You can import your list of Vendors from a CSV or Comma Delimited file. 1. Make sure that your list of Vendors has been saved as a CSV or Comma Delimited file format. If not, open in Excel, click File, then SA ... |