This Article will show you the best way to add and remove a vendor to a proposal to show a client who you are working with on a specific event.
Vendors can help you show your client more specifics about their event and allow you to see at a glance who you are working with during the planning process.
Sometimes things change and you need to update is your list of Vendors at the very end of this video we show you how to remove a vendor.
How To Add:
Click on 'Add Vendor' from the proposal workroom
Select from a list of existing vendors or 'Create Vendor'
Enter Vendor information including name, address, email, website, notes etc.
Click save.
How To Remove:
Click the vendor category (in bold), NOT the vendor's information
Beside the category dropdown you'll see a trash can icon to the right
Click the trash can to remove this vendor from the proposal
*Note: editing an existing vendor within the proposal will edit that vendor on every other proposal where that vendor is linked.*