video1.0<iframe src="https://www.loom.com/embed/ea1866e5b53f4672b93b9e01e781f7d4" frameborder="0" width="1672" height="1254" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12541672Loomhttps://www.loom.com12541672https://cdn.loom.com/sessions/thumbnails/ea1866e5b53f4672b93b9e01e781f7d4-c0f2ec6317c77bc1.gif349.207In 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!