Managing Configurations

Create new branding
Click Manage Branding on the left navigation menu Click Create New Branding Enter in the new branding name         4. Click Add Logo (this is u...
Fri, 27 Jul, 2018 at 2:29 PM
Expired file links
You can determine when file links that your sales reps share will expire. Click View Configurations on the left navigation menu Hover over the desired co...
Fri, 3 Aug, 2018 at 1:37 PM
Select branding
Click View Configurations on the left navigation menu Hover over the desired configuration Clickto edit the configuration From here you will be able ...
Fri, 3 Aug, 2018 at 1:39 PM
Settings
Within each configuration you can change the settings Click View Configurations on the left navigation menu Hover over the desired configuration Clickt...
Fri, 3 Aug, 2018 at 2:01 PM
Set up or edit default email body and conclusion
Click View Configurations on the left navigation menu Hover over the desired configuration Clickto edit the configuration From here you will be able...
Fri, 3 Aug, 2018 at 2:03 PM
Update existing branding
Click Manage Branding on the left navigation menu Click Select Existing Branding and click the branding you want to edit From here you can change the ...
Fri, 3 Aug, 2018 at 2:09 PM