Manage multiple vendors for a listing

Summary

Learn how vendors are added to a listing and how to manage multiple vendors within the listing record. Understand how vendor contacts are carried over and updated.

When an appraisal is converted into a listing, any associated contacts are automatically carried across and assigned as vendors. This ensures that vendor details are retained and linked to the listing without requiring manual re-entry.

Multiple vendors can be associated with a single listing, allowing accurate representation of ownership and communication with all relevant parties.

To manage or add vendors to a listing:

• Go to: Listings
• Search for the listing and open it from the results
• Click the Edit icon next to Vendor

• Select the appropriate Activity consultant
• Search for the Contact you want to add
• Select the contact and add them as a vendor

• Repeat the process to add additional vendors as required

Ensure all vendor details are accurate and up to date to support communication and reporting throughout the sales process.