What is the Suppliers tab?

This is a place for you to catalogue all your usernames and passwords for each suppliers' site you have access to! Now you don't need to write on post-it notes or rely on the saved passwords on your computer. You will now only need to remember to add your login information to your CRM and it will keep track of all your usernames and passwords for each vendor you have access to in one place.

To add to your Supplier Logins first click on the Suppliers tab, then select Supplier Logins. Next click the "New Web Supplier," and input the site url, your username, password, and any additional sign in information needed and click Save.

Please note, you will still need to check your Vendor List on your Xstream Agent Hub for instructions on how to work with each vendor. If you need to request access to a vendor, you will still do so by submitting a support ticket from your Xstream Agent Hub. The Suppliers Login tab in the Xstream CRM is just an additional tool to help you keep track of which vendors you have access to, and a secure place for you to keep track of all your login information. You will need to add and edit your own vendor login information to ensure it's up to date. Xstream cannot do this for you. 



Support

Additional training is located on your XstreamCRM under the Training Menu. You'll find step-by-step tutorials on how to record your bookings and manage your clients. 

If you need additional support, please submit a support ticket directly from your XstreamCRM under the "CRM Support Tickets," tab. Please also request access to the XstreamCRM Facebook page here.