What?
The B2B Portal is a client-facing site where your wholesale customers can make purchases.
Why?
Streamline your wholesale operations by using the portal!
How?
Follow these steps to reset a client’s portal password and enable access:
A. New Contact:
There will be two option when adding new contact:
Adding the contact directly on the contact tab by selecting "Add new contact".
Fill out all the required field
First and Last Name
Email Address
Password - password to be used on the B2B Portal.
Submit
Add new contact inside company record.
From Sales - CRM - Companies Tab
Select the company that need add new contact record.
Select Contact → Add new contact
Fill out the needed information including:
First and Last Name
Email Address
Password - password to be used on the B2B Portal.
Submit
B. Existing Contact:
Open the CRM Module
Navigate to Sales → CRM → Contacts.Locate the Client Record
Find the specific contact (client) whose portal password you want to reset.Access Account Options
Click the three dots (⋮) on the right-hand side of the contact record.Reset the Password
Select Reset Password from the dropdown menu.
You need to create password for your client and click "Reset Password".
Notify the Client
Inform your client that their password has been reset.
They can now log in to the B2B Portal using:Their email address, and
The new password you just created.
Notes & Tips
The password reset process takes effect immediately.
For security, encourage clients to change their password upon first login.
You can verify portal access in the CRM under the client’s account activity log.