Vendor groups have been added to the system. This works similar to User Groups, but instead of Skill we have Weight.
- Vendor Groups can found under the leads menu on the left sidebar.
- Vendor Groups can also be found on the Vendor Page near the mass edit button.
- You can search in Leads, Customers and Vendors by Vendor Group.
- When searching leads or policies by Vendor Group it will pull leads or policies from all vendors in the group or groups selected.
- A vendor can be a member of more than one vendor group if desired.
- You can add a vendor to a group with the Group Tab when editing a vendor
- You can mass add, remove and drop all groups for vendors with the Mass Edit button.
- Some minor visual updates and new Feature tab under options, a few existing options moved in there.