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Industry Field and B2B Mode Settings
Account Settings Business Details Personal Notifications Preferences Managing Users Personal Profile Shared Email Notification Settings Office Locations Individual Email Configuration Shared Email Account Shared Email Account using Office 365, Gmail, or Other SMTP Accounts Email Custom Sending Domain Sending Email Address DMARC Security Industry Field and B2B Mode Settings

Set Up Your Account

Account Settings Business Details Personal Notifications Preferences Managing Users Personal Profile Shared Email Notification Settings Office Locations Individual Email Configuration Shared Email Account Shared Email Account using Office 365, Gmail, or Other SMTP Accounts Email Custom Sending Domain Sending Email Address DMARC Security Industry Field and B2B Mode Settings

Industry Field and B2B Mode Settings

Your Business Details settings control two account-level options that affect which features are available in LeadCenter: Industry and B2B Mode.

Industry

Industry helps LeadCenter tailor certain fields and features to your business type.

How to Set Your Industry

  1. Go to Settings.
  2. Open Business Details.
  3. Choose an option from the Industry dropdown.
  4. Click Save.

Important: Industry is typically required to save Business Details.

B2B Mode

B2B Mode enables company-based CRM features, so you can manage companies and track deals tied to business accounts (not just individual contacts).

What B2B Mode Enables

  • Companies module for business accounts
  • Link contacts to companies (with an optional primary contact)
  • Company visibility in pipelines for better account context
  • Deals tied to companies for cleaner B2B tracking

How to Enable B2B Mode

  1. Go to Settings.
  2. Open Business Details.
  3. Turn on Enable B2B mode.
  4. Click Save.

This setting applies to your entire account (all users).

What Happens if You Disable B2B Mode?

If you turn B2B Mode off, company features are hidden from the UI — but your company associations remain saved. Re-enabling B2B Mode restores visibility.

Need Assistance?

Contact LeadCenter Support at support@leadcenter.ai.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.