Creating & managing vendor contacts

In order to create a quote or invoice for a vendor (or a digital proposal via Engage), vendors must be attached to the campaign in Realhub.

Campaigns created via CRM should already have the vendors added, however can be manually created or updated in Realhub directly if required.

To manage the vendor(s) attached to a property marketing campaign:

1. Go to the property campaign
2. Click Property Details > Agents & Details
3. Click the Contacts tab at the top of the page

If any vendors are already attached to the campaign, they will be listed in the Campaign Contacts module.

To add a vendor to a campaign

1. Click Create
2. Start typing the vendor's name into the Search box to see if they already existing in your account
   1. If the vendor exists already, select their name from the search results and then click Create Contact
   2. If the vendor does not already exist, proceed with adding a new contact below
3. Click Add New Contact
4. Enter the vendor's details
   1. First name, last name and email are all mandatory fields
5. Click Create Contact

You can have as many vendors attached to the campaign as required.

Once vendors have been added to the campaign, you can select them at any time to update their details.

To remove a vendor from a campaign

1. Select the vendor in the Campaign Contacts module
2. Click Remove Contact