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Administrator Guide
Last Updated: 2023-06-23
Communicate with Vendors

Communicate with Vendors

You can communicate with any of your vendors by sending an email or scheduling a meeting.
  1. From the
    More
     menu, go to
    Vendors
    .
  2. Locate the vendor that you want to contact and select the vendor.
  3. From the Actions menu, select an option. Consider these options:
    Option Description
    Send Message
    Sends an email to all contacts for the selected vendors. You can find these contacts listed under the
    Contacts
     tab.
    Schedule Meeting
    You can schedule any of these options:
    • Phone - You must add a phone number.
    • Video - You must add a video conference link.
    • In Person - You must add an address to meet.