Adding vendors
Every vendor you work with starts here. Adding a vendor to Vendor Space creates a company profile that you can track across all of your events, from first contact to event day.
How to Add a Vendor
Click Vendors in the sidebar to open your vendor list
Click the Add Vendor button in the top right
Fill in the vendor details in the panel that slides open
Required Fields
Company name
The vendor's business name
The email address you'll use to contact them and send payment links
Optional Fields
Contact name
The name of your primary contact at the vendor's company
Phone
A phone number for the vendor
Address
Street address, city, province/state, postal code, and country
Notes
Internal notes visible only to your team
Optionally, assign the vendor to one or more events right away
Click Save to create the vendor
Assigning Vendors to Events
When you add a vendor, you can assign them to events during creation or later from their company profile. Assigning a vendor to an event places them into the Lead stage of that event's vendor pipeline, so you can start tracking their progress right away.
A single vendor can be assigned to as many events as you like. Their pipeline stage is tracked independently for each event, so the same vendor can be a Lead for an upcoming market and Paid for a different one.
What Happens After You Add a Vendor
Once a vendor is created, you can:
View and edit their details from their company profile
Move them through the vendor pipeline for each event
Send them a payment link to collect booth fees
Send them onboarding forms to gather additional information
Message them directly from Vendor Space
Tip: You don't need to fill in every field up front. You can always come back to a vendor's profile and add details later as you learn more about them.
Adding Vendors in Bulk
If you have a list of vendors in a spreadsheet, you can save time by importing them all at once using the CSV import feature. See Importing from CSV for details.
Last updated