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.

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.

Please find the available resources below.

Quick Reference:

Link to Full Step-by-Step Guide