Creating a Contact

Contacts are individuals associated with vendors and properties. You must have Vendor Management permissions to create or edit contact information (except for Basis Provided contacts). You can also suggest contacts for the rest of your team members to use when they add properties to campaigns.

To create a contact:

1. Go to Main Menu [] > Inventory Directory.

2. On the Vendor tab, select the vendor.

3. On the Contacts tab, select Add contact.

4. Enter the new contact's email address, then click Create contact.

5. Enter the contact's details:

   • To label this contact as a Suggested Contact, select Suggest this contact for other members of your organization.

   • Enter the contact's First Name and Last Name.

   • Enter the Title.

   • Select the Role, such as Billing, Creative, Sales, or Ad Operations.

   • Enter the Region.

   • Enter a Phone Number. Click Add another to add multiple numbers.

   • Select the Properties that this contact sells.

   • Select any relevant Vertical.

6. Click Save. The contact appears as pending until they log in.