OverviewThis is a web-only feature and cannot be completed on the mobile app. It is only accessible by Administrators. This list makes suppliers available for your Call a Supplier feature. |
How to Edit Your Call a Supplier List
Step 1: Access Company Settings
Select Company Settings > Suppliers from the left navigation bar.
Step 2: Find the Supplier
Use the search bar to locate the supplier by name.
Click the supplier’s name to add them to your list.
Step 3: Add a New Supplier (If Necessary)
If the supplier is not found in the database:
Click "Not Here? Create New" under the search bar.
Fill in the supplier's details and create a new supplier.
Step 4: Select a Sales Representative
Choose your company's sales representative from the available list.
If necessary, add a new sales representative.
Step 5: Finalize
Once added, the supplier will be immediately available in Call a Supplier.
Need help?
There are three ways to reach our Customer Success team:
- Send an email to [email protected]
- Phone or text us toll-free at 1-833-712-5021
- Chat with us using the chat bubble icon in our web and mobile apps