Create Vendor-Specific Marketing Opportunities
Overview:
In this article, we will provide instructions on how to create vendor-specific marketing opportunities. Vendor-Specific Marketing Opportunities allow agents to place orders with outside vendors.
Please find the available resources below.
Important to Know:
The vendor workflow must be enabled in your site to fully utilize this feature. Managing Vendors is not a default configuration. To have this enabled, please request this directly from your BE CSM.
Each marketing category requires the agent to complete specific data fields. Once the agent submits the request with all required information, it is sent to the vendor with the necessary details.
The vendor categories listed below each follow a specific workflow and cannot be edited:
- vendor|copy writing
- vendor|creative marketing
- vendor|photo shooting
- vendor|sign
- vendor|other
- The data fields sent to the vendor can be expanded if additional information is needed. For more information on creating Marketing Opportunities, please click here.
- For information on Managing Vendors, please click here.
Quick Reference:
Link to Full Step-by-Step Guide
