From your dashboard, click on “CRM” and then “View Vendors” on the left side of the screen.




In “View Vendors” you’ll notice two types of searches at the top of the screen, “Search” and “Advanced.” 



SIMPLE SEARCH

To do a simple search, stay in the “Search” tab and type what you are searching for in the search box. Click the “Search” button on the right when you’re done.




Your matching results will be displayed below the search box.  

Depending on how many results you have, you can also choose how many results you want to display per page by clicking the dropdown from Show.

Make your selection and click the Blue icon to save this number as your default.




ADVANCED SEARCH

If you would like to narrow your search, click the “Advanced” tab at the top of the page.




You can conduct your search using any of the isolation fields, allowing you to search those specific fields. 

When you're done, click the “Search” button at the bottom.




Your matching results will then be visible at the bottom of the page. 

In this case, a search based on Vendor Type and Lender was chosen. 

You can see the results below.




BULK EMAILING


Need to quickly communicate with multiple vendors? Follow this step-by-step guide to efficiently send bulk emails through the CRM. Whether you're sharing important updates or announcements, this process ensures your vendors stay informed.


Steps to Send Bulk Emails:

In the CRM sidebar, go to CRM → View Vendors.



Search for Vendors:

  • Use the Basic Search to find vendors by name, company, email, or phone number.

  • For more refined search options, go to the Advanced tab, where you can filter vendors using detailed parameters.



Select Vendors and Open Email Editor:

  • After obtaining your search results, click Actions and select Send Email.


You will be redirected to the email editor, where the total number of selected vendors will be displayed at the top.



Use an Email Template (Optional):

  • Click the green Template button to select a pre-existing template from the Marketing section.

  • Only Vendor type templates will be available. If necessary, copy another template and re-categorize it as a vendor template.



Save Email as a Template (Optional):

  • If you want to reuse the email format in the future, check the Save as template box to save it as a vendor-specific template.



Send the Email:

  • Once your email is composed and all selections are finalized, click Send to dispatch the email to your chosen vendors.



This streamlined process ensures effective and timely communication with your vendors, keeping them up to date with your latest news and updates.




BULK SMS MESSAGING


To send a mass SMS to a selected group of vendors, click on “CRM” and “View Vendors” from your dashboard. 



Once in “View Vendors”, conduct a search. 


This will limit the SMS to only be sent to the vendors matching your desired criteria. 


Next, click the Actions menu and select Send SMS. 


This one was done in the Advance Search and Vendor Type.





On the next page, you will be able to compose a message to send to the vendors. 


In the editor, you can select details to automatically be replaced when the SMS is sent.



When you have finished composing your message, click the green Check License button to make sure you have enough credits to send this SMS to the group of vendors. 


Once you are ready, click the blue Send button.