{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/ea1866e5b53f4672b93b9e01e781f7d4\" frameborder=\"0\" width=\"1672\" height=\"1254\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1254,"width":1672,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1254,"thumbnail_width":1672,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/ea1866e5b53f4672b93b9e01e781f7d4-c0f2ec6317c77bc1.gif","duration":349.207,"title":"Introducing B2B Management Features in LeadCenter","description":"In this video, I introduced a new feature in LeadCenter that allows financial advisors to manage B2B relationships and companies, addressing the demand for tools to handle corporate opportunities like 401k administration. I explained how to navigate to the new companies page, add contacts, and manage company-specific information, including custom fields and merging companies. I emphasized that enabling B2B mode is not recommended for financial advisors, as it alters the visibility of important fields. I encourage you to explore these features and provide feedback by emailing support@leadcenter.ai. Thank you for watching!"}