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



In View Vendors, you'll notice there are two ways to search. 

You can search for vendors by name, company, email address, or phone number. 

You can also select + Add Filter to narrow your search results using additional criteria.



GENERAL SEARCH

To perform a general search, stay on the Search tab and enter your search term in the search box. When you're finished, click the Search button on the right to view the results.




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.




+ ADD FILTER

Use +Add Filter - To add parameters to the search




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

Choose a category by clicking the > to the right of the name.


Once you've selected a category, use the dropdown menu to choose a value or type your selection into the Choose field. The available options will vary depending on the category you selected.

After making your selection, click Add.



You may add additional filters.

Once finished, click Apply.



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

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

You can see the results below.





ACTIONS DROPDOWN MENU

The Actions dropdown menu allows you to export vendor information, send a bulk email, or send a bulk SMS message to the selected vendors.




EXPORT

When you select Export Vendor List, an email will be sent to you containing all vendor information in a CSV file.




SEND EMAIL


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 General Search to find vendors by name, company, email, or phone number.

  • For more refined search options, use +Add Filter, 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.




SEND SMS


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



Search for Vendors:

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

  • For more refined search options, use +Add Filter, where you can filter vendors using detailed parameters.


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.