Create New Subrental Vendor

To have a new subrental vendor there are a few things you will need to get into place.

Subrental Macro

You will need to add them to the subrental request macro.

• In the action Prompt for User Input “New Subrental Request” add the Subrental Vendor. You will need to use a | character to split up the differences.

• In the action Switch of Variable “Subrental Vendor” add your subrental vendor and make it so that it sets the SubVendorEmail to be the email address or phone number (using textmagic) for that vendor.

Rentalworks

In the contact section (Agent > Contact) Add the rental manager with their phone number and email.

Add them as a vendor in rentalworks. Make sure the subrental box is checked on the right side.

In the contacts Tab, add them as a vendor. Click Primary.

Then create a new deal that matches the name you put into the subrental macro exactly, but add - SUBRENTAL. So if you are adding Shane Louis as a Subrental Vendor, you would make the deal be SHANE LOUIS - SUBRENTAL

In the deal go to the contacts section, click the hamburger menu, then click copy contacts from customer.