Managing Your Contacts

  • Updated

This article provides instructions for adding new contacts to your Unimarket supplier profile (e.g., existing contacts, and setting a primary contact, as the default).

 

Prerequisites

  • Audience: Supplier (Existing User)

  • Intent: Add, update, or set a default contact for profile activities.

  • Access: Must be logged into the Unimarket supplier portal.

 

Steps

Access the Contacts Tab

  1. Select Profile from the menu on the left side panel.

  2. Click Company Profile.

  3. Select the Contacts tab.

 

Add a New Contact

  1. Select Add Contact.

  2. Enter the required contact information in the mandatory fields. 

    • Note: The email address can be a general contact or an Account Manager.

  3. Click Add.

  4. If you need to add more contacts, select Add More.

 

Update an Existing Contact

  1. Locate the desired contact in the list.

  2. Select More Actions in that line item.

  3. Click Edit.

  4. Update the contact information in the mandatory fields.

  5. Click OK to save the changes.

 

Assign Default Contact

To assign a contact as the default for all customers:

  1. Locate the desired contact in the list.

  2. Select Actions in that line item.

  3. Click Set as Default.

    • Note: You must have two or more contacts listed to set a default contact.

 

Results/Validation

The contact list on the Contacts tab will reflect the new additions, updates, or the change in the default contact status.

 

What's Next/Related