How do I add additional contacts to a vendor profile in Portfolio Financials?
NoteThe information in this FAQ applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information.
- Click the hamburger icon in Portfolio Financials and click Vendors.
- Locate the vendor you want to add contacts to and click on their account.
- Click the pencil icon at the top of the page.
- In the '[Vendor Name] Contacts' section, click Add New.
- Fill out the following information for the contact:
- First Name
- Last Name
- Company Role
Note: Click Add another phone number if you want to add an additional phone number.
- Email Address
- Click Save Contact to save the contact.
Click Save and Add Another to save the contact and begin creating another new contact.