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Contact List vs Vendor List

Contact Management

Contact List vs Vendor List

Last updated on 30 Oct, 2024

Contact List:

In your Wise Agent account, your "Contact List" is considered your "master database" for all your contacts. 

Vendor Contact List:

In addition to your standard "Contact List", we provide a separate "Vendor Contact List", which comes with an import function separate from your "Contact List".

You are able to manage all your contacts on your "Contact List", although, if you are wanting to utilize the "Vendor Contact List" option in addition to or in replacement of your "Contact List", we can assist you with uploading and/or transferring your contacts to your "Vendor List". 

NOTE: Your "Contact List" provides greater functionality in comparison to the "Vendor List". If you are looking to assign your vendor contacts to multiple categories or contacts, we suggest keeping these contacts in your "Contact List".

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