My Example CRM

Do contractors use Gateway?

Invite your contractors to the CRM to give them access to their CRM profile

How do I bulk invite contractors?

How do I invite a contractor to the CRM via Gateway?

Resend an email invitation to a contractor to give them access to their CRM

How do I resend a contractor invite?

What are the benefits of the Quote Templates to a contractor?

What does it mean if my contractor's Quote status is on Draft?

What happens after the contractor submits a Purchase Order?

View my contractor accounts

Find the contractors that have been assigned to a Sales Rep

Where can I find a Sales Rep's assigned contractors?

If you cannot see your accounts after they sign up, contact your Branch Manager or Super Admin

I am a Sales Rep and do not see my Contractors Account

Invite and Manage your Contractors Orders/Templates

Contractors

Find answers and get help from Intercom Support and Community Experts

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