Managing Vendors in the Team Module #

Inside the Team Module in Propel, organizations can manage and organize the vendors they work with on an ongoing basis.

The Vendors tab creates a centralized vendor directory, helping teams keep important vendor information organized and accessible.

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Vendor Dashboard Overview #

On the Vendors dashboard, users can view:

• Vendor name
• Main vendor contact
• Internal point of contact within the organization
• Vendor start date
• Website or scheduling links

This creates visibility into:

• who the vendor is
• who manages the relationship internally
• how long the relationship has existed
• how to quickly access the vendor

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Adding a Vendor #

To add a vendor:

1. Navigate to the Team Module
2. Click on the Vendors tab
3. Select Add Vendor
4. Enter the vendor information
5. Save the record

Vendor details may include:

• Contact name
• Contact email
• Vendor start date
• Website links
• Scheduling links
• Additional notes or descriptions

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Editing Vendors #

To edit an existing vendor:

1. Locate the vendor on the dashboard
2. Click the three dots on the right-hand side
3. Select Edit
4. Update the information
5. Save changes

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Import & Export Functionality #

The Vendors tab also includes upload and download functionality.

Users can:

• Export vendor lists to Excel or Google Sheets
• make bulk edits externally
• Re-upload the updated vendor information back into Propel

This is especially useful for:

updating vendor contacts in bulk

onboarding large vendor lists

maintaining procurement records