Company profiles
Every vendor in Vendor Space has a company profile -- a single page where you can see everything about that vendor in one place. Whether you need to check a phone number, review past payments, or see which events a vendor is part of, the company profile is where you go.
Opening a Vendor's Profile
From the Vendors page, click on any vendor's name to open their company profile.
What's on the Profile
The company profile is organized into sections so you can quickly find what you need.
Contact Information
At the top of the profile, you'll find the vendor's key details:
Company name
The vendor's business name
Their primary email address
Contact name
The name of your main contact at the vendor's company
Phone
Phone number
Address
Full mailing address
Notes
Internal notes visible only to your team
You can edit any of these fields by clicking the Edit button.
Events
This section shows every event the vendor is linked to, along with their current pipeline stage for each one. From here, you can:
See at a glance which events the vendor is participating in
View their pipeline stage for each event (such as Lead, Paid, or Onboarding Complete)
Manually change their stage for any event
Assign them to additional events
Orders and Payment History
A complete record of every payment the vendor has made through Vendor Space. Each entry shows:
The event the payment is associated with
The product purchased (booth space, add-on, sponsorship, etc.)
The amount paid
The date of payment
The current status of the transaction
This gives you a full financial history for the vendor without needing to dig through Stripe separately.
Documents
Any files or documents associated with the vendor are listed here. This could include contracts, insurance certificates, permits, or any other files you or the vendor have uploaded.
Messages
A log of all messages sent between you and the vendor through Vendor Space. This includes payment link emails, onboarding form notifications, and any direct messages you've sent.
Activity Log
A chronological record of everything that has happened with this vendor. The activity log captures events like:
When the vendor was added
Pipeline stage changes
Payments received
Forms submitted
Messages sent
Profile updates
The activity log is useful for getting context when you're picking up where a teammate left off, or when you need to remember what happened with a particular vendor.
Editing Vendor Details
To update a vendor's information:
Open their company profile
Click the Edit button
Make your changes
Click Save
Changes take effect immediately and are reflected everywhere the vendor appears in Vendor Space.
Deleting a Vendor
If you need to remove a vendor entirely, you can do so from their profile. Keep in mind:
Deleting a vendor removes them from all events
Payment records associated with the vendor are preserved for your records
This action cannot be undone
Tip: If a vendor is no longer participating in a specific event but you want to keep them in your database for future events, remove them from the event instead of deleting their profile. That way, their contact details and history are preserved for next time.
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