Frequently Asked Questions

Table of Contents

  1. I just registered with LVRG. What should I do first?
  2. How do I invite colleagues to join me in LVRG?
  3. How do I create a new supplier profile?
  4. How do I join an existing supplier Team?
  5. How do I invite Team Members to a supplier profile?
  6. How do I add contacts to a supplier profile?

I just registered with LVRG. What should I do first?

Welcome to LVRG! Whether you've just joined an existing Team or you're trailblazing the road to easy SRM (supplier relationship management) for your company, here are 3 steps to get you started with LVRG in just minutes.

  1. Invite team members to join you
  2. Join existing supplier pages (if you're the first person from your company to join LVRG, skip to step 3!)
  3. Create new supplier pages


How do I invite colleagues to join me in LVRG?

LVRG is great for individuals but even better for teams. When you invite your team members to LVRG, you'll be able to share supplier activity history, contacts, files and more. Who else interacts with suppliers in your company? Common users range from sourcing and supply chain to operations, finance, product, marketing and management. To join your company account in LVRG, a colleague just needs to register with their work email address and we’ll automatically pull up the matching company. You can invite as many team members as you want!

How to invite a new user to LVRG:
  • Send them to app.lvrg.ai and have them sign up with their work email - they'll automatically join your company; OR
  • When logged into LVRG, navigate to any Supplier Profile and click 'Invite Member' from the Team tab


How do I create a new supplier profile?

Supplier profiles are the foundation of everything you'll do in LVRG. They'll replace your Supplier Master List and become your single source of truth for supplier data.

How to create a supplier profile:
  1. Login to LVRG
  2. Click 'Suppliers' in the left side navigation
  3. Click [+Supplier]
  4. Input the supplier name (required) and any optional additional details you'd like. You can always add/edit these fields later! Hit Continue.
  5. Add supplier contacts and invite team members to join. That's it!


How do I join an existing supplier Team?

If you’re the first person from your company to create a LVRG account, supplier profiles won’t be setup yet - learn how to create new supplier profiles instead.

If supplier profiles are already setup, we recommend you join the Supplier Team for all suppliers you interact with or need visibility into.

How to join a supplier Team:
  1. Login to LVRG
  2. Click 'Suppliers' in the left side navigation
  3. Find or Search for a Supplier of interest
  4. Click the Supplier name to launch the respective profile
  5. From the Team tab, click 'Join' (if you're an Admin) or 'Request to Join' (if you're a User). Admins will immediately join the team, while 'Request to Join' will send a notification to Admin members for Approval before the User is added to the team.
  6. Once you're on the Team, your supplier engagement history will start populating in the Activity, Files and Contacts tab automatically!


How do I add contacts to a supplier profile?

When you start adding Contacts to a supplier profile, engagements between supplier Team Members and those Contacts will start appearing in the Activity and Files tab - no effort required! That’s the magic of our email integration.

How to add a supplier Contact:
  1. Login to LVRG
  2. From a supplier profile, click the 'Contacts' tab
  3. Add any intelligently Suggested Contacts using the (+) icon, AND/OR
  4. click [+Contact] to input your own


How do I invite Team Members to a supplier profile?

Which colleagues interact with a supplier or could benefit from visibility into supplier activity, files, and contact information? It's time to invite them to join the supplier Team.

How to invite a Team Member to a supplier profile:
  1. Login to LVRG
  2. From a supplier profile, click the 'Team' tab
  3. Add any intelligently Suggested Team Members using the (+) icon, AND/OR
  4. click [+Member] to invite a colleague using their email address
  5. Invited colleagues will be notified of the Request to Join. When they Approve, they'll be added to the Supplier Team and their data will automatically start populating!


My supplier Activity is blank, but I know I've emailed them. What do I do?

Chances are, you or a Team Member just created this supplier profile and haven’t added any Contacts yet! To keep your Activity trail clean, LVRG only populates data related to the supplier Contacts you add and the internal Team Members you invite to a supplier profile. Until you start adding Contacts, the supplier profile (Activity and Files tabs) will appear pretty blank.

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Still have questions?

Reach out to support@lvrg.ai at any time - we'd be happy to help!

Andrew Stroup