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This topic contains 3 replies, has 3 voices, and was last updated by  andrewc 1 year, 9 months ago.

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    Topic
  • #15156

    andrewc
    Participant

    I don’t see an option for b2b customer. I just see accounts and contacts. Is this only on the enterprise version?

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  • #15159

    Rodolfo
    Participant

    Go to “System” -> “Channel”

    When you are adding or editing a channel, you have to select the entity B2B Customer. Check the image bellow:

    #15163
    Artem Liubeznyi
    Artem Liubeznyi
    Oro Core

    Another option is to create a channel of B2B type that is built-in. It will include B2B Customers, Leads, and Opportunities straight out of the box.

    #15212

    andrewc
    Participant

    Thanks for your replies.

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