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How to enable B2B Extension

Do you want to sell business-to-business? Looking to collect commercial leads and sell to many companies? This is what Jetpack CRM’s B2B CRM extension is designed to do (previously called B2B mode).

B2B mode is included in the core (free) Jetpack CRM plugin, and is enabled by default from v4.0.8. It’s easy to enable it if you haven’t got it switched on yet, just follow these steps:

How to enable B2B (Companies) in Jetpack CRM

  1. Load your WordPress admin as an admin and click CRM Settings -> Extensions:
  2. Scroll to the “Core Extensions” at the bottom and “Activate” the B2B Mode extension:
  3. That’s it, you’re done. You’ll now see “Companies” under your “Contacts” menu in the top navigation!

If you’re ready to assign a contact to a company, see our guide on that here:

Assigning a contact to a company in B2B Mode

Updated on November 30, 2020

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