B2 Portal
Turn requests into RFQs
Agents turn customer emails and notes into RFQs and push them to CoreBridge once you approve.
- Turn this customer email into an RFQ and send the review link
- Review this RFQ and list what still needs my decision
- Prepare this RFQ and ask me before pushing it
How it works
Click Connect and log in on B2 Portal’s own page. By default each person connects their own account, and an agent acts as whoever asked it.
- Developer
- B2 Portal
- Category
- Sales & marketing
- How it connects
- Log in with B2 Portal
- Agents can
- Read, and change what an admin allows
- Website
- b2portal.com
