How to enable the B2B Module

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 Mode module is designed to do.

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:

Enable B2B (Companies) in Jetpack CRM

Load your WordPress admin as an admin and click Jetpack CRM > Core Modules.

Click Activate on the B2B Mode extension, if not already activated:

That’s it! You should now see Companies in both your top CRM menu (under Contacts and the left sidebar menu:

See also:

Assigning a contact to a company in B2B Mode

Updated on December 20, 2022

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