Creating a New Listing Vendor

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.

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.

• Crete a New Listing Vendor

To create a new listing vendor:

1. In the Vendors section, click the pencil icon next to Vendors.
2. Enter the Activity Consultant.
3. In the Search Contacts field, select Create a new contact.
4. Complete all required contact details.

5. Under the Address section, either:

   • Search for the property address, or
   • Enter the address manually.
6. 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.