What are Vendor Types?
Vendor Types refer to different categories or classifications of suppliers or sellers based on the types of products or services they offer.
For example, your account is pre-configured with the following vendor types:
Professional Services
Restaurant
Venue
Adding Vendor Types
From the left-side main menu, click the Settings tab > Advanced Setup
Select the Vendor section > click Vendor Types
From the Vendor Types page > click +New
buttonComplete the New Vendor Type form
Name
Description optional
Click Save
Edit Existing Vendor Types
From the left-side main menu, click the Settings tab > Advanced Setup
Select the Vendor section > click Vendor Types
Go the Action Menu
> select Edit for the Vendor Type you wish to edit.Complete the Edit Vendor Type form
Name
Description Optional
Click Save
Merging Vendor Types
From the left-side main menu, click the Settings tab > Advanced Setup
Select the Vendor section > click Vendor Types
From the Vendor Types page > click
Complete the Merge Vendor Types form
Merge From
Merge To
Remove original Lead Source after merge recommended
Click Merge
🛑 IMPORTANT! Please use the Merge feature with extreme caution. Objects merged cannot be un-merged.