How to add Vendors

Hello @jmcassociates,

I’m going to answer your questions one by one as follows ??

What’s the best way to add vendors. Not customers or clients. So i have outsourcing with my business and I would like to add those vendors as well so I have one place to reference all my contacts.

Depending on the type of contact information you have, you can either add your vendors (contacts) manually, import them from a CSV file, or have them use a contact form to submit their information. You can read more about that here.

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Is it the same contact list but just tagging them?

I don’t know what you mean here, but if you’re looking for a way to add tags to contacts, there is. You can also automatically tag contacts.

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Does segmentation play a part here?

We do have segmentation options! You can read more about that here.

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Hope that answers your questions! Please feel free to reach out if you have any other questions or need some more help.

I guess I need to ask this a different way.

I have clients (customers) and I have vendors
is there a way to have them in separate lists or are they all just in one big list?

How can I separate the two?

Thanks.
-James

Hey @jmcassociates,

Thanks for rewording the question! Jetpack CRM can offer you the overarching infrastructure to capture leads and manage Contacts and Teams (i.e., Vendors).

One option to consider for diversifying the vendors from the contacts (direct customers) is utilizing the Team feature in JP CRM. That way, you could allow consultants access to your Contacts through the use of JP CRM user roles within a Team. This is a great option if you have a single business (single site) that requires multiple vendors with different levels of access to contacts.

With CRM Team roles, you can add as many team members to your CRM as you like, with no limits or increase in cost per team member. We have Jetpack CRM-specific user roles and permissions which let you control what your team can do in the CRM. You can also choose whether to allow for assigning contacts to team members. This stops others from editing your contact.

For example, you can assign the Jetpack CRM Customer Manager role to your vendors, who will then be able to manage the customers in the CRM, update their details and send comms, if needed.

You can read more about it here: https://kb.jetpackcrm.com/knowledge-base/setting-up-your-team/

Does it answer your question? Hope that helps!