Create Vendor-Specific Marketing Opportunities
15 steps
2 minutes
Create Marketing Opportunity
1
Hover your mouse over "Invoices" in the navigation bar.
2
Click "Marketing & Services"
3
This will take you to the Marketing Opportunities page.
4
Click "+ Add Opportunity"
5
This will take you to the New Marketing Opportunity page.
6
Click into the "Task Category" dropdown.
7
Type "vend" or "vendor" to view the options for adding a vendor-specific opportunity.
8
The dropdown menu will list different vendor categories you can use as a basis for the new marketing opportunity.
9
Click on the vendor category that you want to use for this new opportunity.
10
Click into the "Vendors" dropdown.
The "Vendors" dropdown will include a list of pre-entered vendor companies. If the vendor you need for this opportunity has been used before, you can select it from the dropdown.
11
Select the vendor for this opportunity from the "Vendors" dropdown list.
Selecting a vendor-specific task category and a vendor from the "Vendors" dropdown list is what allows you to define this as a vendor-specific marketing opportunity.
12
Click into the "Ledger Account" dropdown.
13
Select the account for this opportunity from the "Ledger Account" dropdown list.
Selecting an account from the "Ledger Account" dropdown list will tie this opportunity to the accounting module. Your selected account will then track purchases for this specific opportunity. You can then run accounting reports to see how much income was received for this specific item.
14
Once the opportunity is assigned a ledger account, you can fill out the remaining fields on the page and then click "Save".
Sample Email to Vendor
15
Below is a sample of the email the vendor receives. The email includes the agent’s contact information, the property address related to the transaction, any relevant comments, the order number, access details, and guidance on how to complete the task.
Create Vendor-Specific Marketing Opportunities
15 steps
2 minutes
Create Marketing Opportunity
1
Hover your mouse over "Invoices" in the navigation bar.
2
Click "Marketing & Services"
3
This will take you to the Marketing Opportunities page.
4
Click "+ Add Opportunity"
5
This will take you to the New Marketing Opportunity page.
6
Click into the "Task Category" dropdown.
7
Type "vend" or "vendor" to view the options for adding a vendor-specific opportunity.
8
The dropdown menu will list different vendor categories you can use as a basis for the new marketing opportunity.
9
Click on the vendor category that you want to use for this new opportunity.
10
Click into the "Vendors" dropdown.
The "Vendors" dropdown will include a list of pre-entered vendor companies. If the vendor you need for this opportunity has been used before, you can select it from the dropdown.
11
Select the vendor for this opportunity from the "Vendors" dropdown list.
Selecting a vendor-specific task category and a vendor from the "Vendors" dropdown list is what allows you to define this as a vendor-specific marketing opportunity.
12
Click into the "Ledger Account" dropdown.
13
Select the account for this opportunity from the "Ledger Account" dropdown list.
Selecting an account from the "Ledger Account" dropdown list will tie this opportunity to the accounting module. Your selected account will then track purchases for this specific opportunity. You can then run accounting reports to see how much income was received for this specific item.
14
Once the opportunity is assigned a ledger account, you can fill out the remaining fields on the page and then click "Save".
Sample Email to Vendor
15
Below is a sample of the email the vendor receives. The email includes the agent’s contact information, the property address related to the transaction, any relevant comments, the order number, access details, and guidance on how to complete the task.
