Title here
Summary here
Relationship
The Relationship area captures the non-transactional side of vendor management. It helps teams track touchpoints, vendor communication, recurring subscriptions, and follow-up opportunities.
Concepts
| Concept | Meaning |
|---|---|
| Upcoming birthday | A reminder list for vendor contact birthdays. |
| Call note | A logged interaction with a vendor. |
| Default subscription | A subscription template or default applied to vendor relationship workflows. |
| Vendor subscription | A subscription assigned to a specific vendor. |
| Notification | A message or notification sent or prepared for vendors. |
How To Use Relationship
- Open VRM -> Relationship.
- Review Upcoming Birthdays for follow-up opportunities.
- Use Call Notes to record vendor interactions.
- Configure Default Subscriptions and Vendor Subscriptions.
- Use Notifications to review vendor messages.
Screenshot: VRM Relationship dashboard