Adding suppliers to Canopy
Explaining everything you need to know about adding suppliers to your Canopy database
- How to bulk update Business Owners
- How to determine which suppliers to add to Canopy and when to add them
- How to add supplier records to Canopy
- How to invite a supplier to Canopy
- How to approve a new supplier request
- How to resend a suppliers invitation
- How to troubleshoot a missing invitation email
- How to action supplier records in bulk
- How to create a supplier record without entering into workflow
- How to invite suppliers in bulk
- How to bulk invite 'Record Created' suppliers
- Using the 'Download Answer Key' button when bulk inviting/creating supplier records