Searching For Vendors

In order to find a particular vendor's profile in the CRM, click on "List" in the "Vendors" tab.

You will then be taken to a page with a window labeled, "Companies Search Criteria." Here, you can fill out the provided fields in order to locate particular vendors or groups of vendors.

In order to locate a specific vendor, it is usually enough to simply type a few letters of the vendor's company name into the "Company Name" field and click on the "Search" button.

You will then be presented with a list of companies meeting the specified criteria, from which you can select the desired vendor and access its profile.

Note: Should you wish to further narrow your search in order to locate a vendor more efficiently, simply fill in more fields with relevant information about the vendor you are looking for.