How to Create or Edit a Vendor

1. Access Settings: Click the Settings icon ⚙️ in the top-right corner of ClientBAY.

2. Open Vendors: Under the Miscellaneous section, click the Vendor button and select the Vendors tab.

3. Choose your action:

   • To Add: Click the + New icon  in the top-right corner.

   • To Edit: Use the Filter tab  to find an existing vendor, then click the three-dot action button to the right of their name.

📝 Vendor Configuration Details

The vendor profile is divided into several key sections. Fill these out to ensure accurate lead routing and website display.

🏢 Core Information

• Vendor Name: The official name of the company.

• Type & Status: Categorize the vendor and ensure the status is set to Active ✅.

• Website Display: Toggle this "On" if you want this vendor to appear on your public-facing website.

• Website URL: Enter their full web address.

📞 Contact & Location

• Contact Details: Enter the primary point of contact’s name, phone, cell, and email address.

• Physical Address: Provide the street, city, state, and zip code for the vendor's main office.

🔐 Integration & Logistics

• Login Info: Store the specific User ID and Password associated with this vendor account.

• Offices: Check the boxes for all office locations that this vendor services 📍.

• Categories: Tag the vendor with descriptive service categories (e.g., "Home Inspection," "Landscaping").

• Description: Write a brief summary of their services to display on your site.

💰 Accounting (Financial BAY Users)

Note: This section is only required if you use Financial BAY or the QuickBooks (QB) Export.

• Software Name: The name of your accounting platform.

• Software ID: The specific integration ID for tracking.

🔗 Advanced: Lead Notifications

If you want a vendor to be automatically notified when a specific lead arrives, you must link them within the Lead Sources section.

For a detailed walkthrough on connecting Vendors to Lead Sources, click [HERE].