Summary
This article explains how to create a new vendor contact while adding vendors to a listing, and how to optionally assign the contact as the property owner.
Overview
When creating a listing, you can add a brand new vendor contact directly from the Add Vendor screen without needing to create the contact beforehand.
Create a new listing vendor
To create a new listing vendor:
- In the Vendors section, click the pencil icon next to Vendors
- Enter the Activity Consultant
- In the Search Contacts field, select Create a new contact
- Complete all required contact details
-
Under the Address section, either:
- Search for the property address, or
- Enter the address manually
- Click Save to add the new vendor to the listing
Note: If you want the newly created contact to also be assigned as the Property Owner, tick This contact owns this property and the listing consultant is: (Your Name) before saving. This will create the contact and automatically assign them as the owner of the property.
Articles in this section
- Add a Sales Listing
- Add advertising copy before publishing listings
- Add custom listing URL fields
- Add key safe numbers and generate key register reports
- Add URL links or read more links to a listing
- Add virtual tour url to a listing
- Awaiting Unconditional Sales Listing Filter
- Buyer Leads reports
- Create a new listing vendor
- Delete a listing