Adding Favorite Vendors

RealtyBackOffice feature called Favorite Vendors allows the Company to share its Favorite Vendors with the Admins, Agents, or both, depending on their associated brand or office. To locate this feature, go to the Dashboard and then go to the bottom until you reach the Favorite Link & Vendors section. 

The video above will walk you through how to set up your Favorite Vendors to make them visible to your agents.

Remember that only the Super Admin has access to those settings. The Super Admin is the only user that can Add or Remove Favorite Links & Vendors.

To set up your Favorite Vendors, go to Menu > Settings > General Settings > Favorite Links & Vendors. Then go to the upper right corner and select Add New > Add Favorite Vendor.  

Once there, you can add your Favorite Vendor information. You can upload the company logo to be visible in the  Favorite Links & Vendors section on the Dashboard. Then add the Vendor Name, which will be the title that the agents will see. Also, add the URL link to allow your agents to click on the company icon and access the company website. 

Select the Company or Office where you want to share this Favorite Vendor. You can also add a Category by typing the category name you want and then pressing enter on the keyboard. You will know if you created the category correctly if the name is inside a grey bubble.

Then give access to your Admins and Agents so they can see this information in the Favorite Links & Vendors section on the Dashboard. To do this, select Allow admins to view this Vendor and Allow agents to view this Vendor.

You can also feature this Vendor inside the transactions file under the Contacts tab by selecting Feature vendor in transactions.

You also have the option to share additional information about your Favorite Vendor. After adding all the information, click Save to save all the changes and display the information on the Dashboard.

Now that you have the information on the Favorite Links & Vendors section of the Dashboard, your agents can take advantage of this feature. To use this feature, the agents will click on the link, which will take them to the Company website. Also, if they click on the question mark, the agents will see all the additional information about the Company. 

You can also filter the Favorite Links & Vendors by the categories. To do so, go to the three lines in the upper right corner and select the category you want.