How to stay organized using the Business Center

NOTE: The Business Center is an optional feature that needs to be enabled on an account.

Another unique feature included in the Buying Buddy suite is the Business Center in the Leads and Contacts system. Here you can store and organize important documents, links to external websites, and even your personal calendar.

This is a great way to keep all your important resources in one place (especially for multi-user accounts).

To access the Business Center:

1) In your Leads and Contacts account

Navigate to: Business Center

2) You will then see the Business Center menu items. You will see some main sections including the Latest Announcements and Events, Recent Documents, and Recent Links.

3) Near the top of the Business Center you will see a menu allowing you to view announcements, view documents, view links, view calendar, and view your account roster (see below).

4) FOR ADMIN: To add a new announcement, document, or link, simply click on the relevant item in the above menu, and on the next page click on "Add a new announcement / document / link".

Updated on November 4, 2021

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