This guide was created with Scribe in 45 seconds. Sign in and create your own!
Create a Vendor-Specific Marketing Opportunity
Brokerage Engine |
0 step |
45 seconds
Navigate to your brokerage's login page and login as a System user.
2
From the dashboard page, navigate to the dashboard menu and click "Invoices" to reveal a dropdown menu.
Zoom Saved
3
Click "Marketing & Services"
Zoom Saved
4
In the upper right corner, click the "Add Opportunity" button to create a new marketing opportunity.
Zoom Saved
5
This forwards you to the New Marketing Opportunity page. Look for the page's "Basic Info" section.
Zoom Saved
6
The "Task Category" field release a drop down menu.
Zoom Saved
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 opportunity. In this example, we'll click "Vendor - Photo Shooting".
Zoom Saved
9
The "Vendors" field triggers a dropdown menu that includes a list of pre-entered Vendor companies. If the vendor has been used before you can select it from the menu.
Zoom Saved
10
For this example, we can select "15 Photography" as the vendor. These are two fields the allow you to define a vendor-specific marketing opportunity.
Zoom Saved
11
Once the opportunity is assigned a vendor and vendor category you can fill out the remaining fields on the page and click "Save".
Zoom Saved
Feedback
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe