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Setting up your Customers for your B2B Site

Last updated 23/07/2019

Configure your CRM to accommodate additional B2B Options.

Adding B2B fields to your CRM

If you choose to use the B2B you will need to add a few special fields to the CRM which are not switched on by default. To add them is a simple task:

  1. Whilst logged in as an Administrator click on your username, top right, then click Settings.
  2. Under the CRM menu click CRM Settings.
  3. Change the Show B2B Website Options drop-down to Yes.
  4. Click Save.

If you edit a contact in the CRM you will now be able to see three additional fields; Password, Assigned Product Codes and Login as Customer.

Allowing Contacts to Access your B2B site

To be able to log into the B2B site, a customer will need two things: the email address associated with their contact in the CRM, and a password - maintained by the Password field.

To give a customer access:

  1. Make sure there is an email address for the contact.
  2. Enter a password into the password field.
  3. From the templates section, click B2B online ordering login details.
    This will open an email template, populated with the customer's login details.
    Make sure the link points to your B2B domain - you may need to update this in the CRM Contact Log settings.
  4. Click Send to send the email to the customer.
    This will allow them to log into the account.

Remember that your customers do not necessarily need passwords however - this is all dependent on the security settings in your account.

Viewing the B2B site as your customer

You might want to double check how your customer will see the B2B site - to do this you can quickly log in as the customer by clicking the Auto Customer Login button in their contact details.

Clicking this button will log you into the site as the customer - where you can check pricing and products etc.

Assigning Products to a customer

You can assign special products to particular customers, which will the appear in the 'my account' page when the customer logs in.

Note that this does not mean that only this customer will see the product, rather it 'favourites' a product for the customer so they can quickly find it.

To assign a product to a customer, add the product code into the Assigned Products box separated by commas.


Is it possible to have multiple contacts for one B2B account?

Unfortunately it is not possible to have more than one contact per B2B account.