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How to Use Installer Branding or Authorized Dealer Branding in Optimus Proposals.
How to Use Installer Branding or Authorized Dealer Branding in Optimus Proposals.

How to Use Installer Branding or Authorized Dealer Branding in Optimus Proposals.

Emilie avatar
Written by Emilie
Updated this week

Installers can customize whether or not an authorized dealer's optimus proposals should show installer branding or sales org branding.

To edit this setting:

  1. Navigate to Installer Settings:

    • Go to: Home > Settings > Installer > Authorized Dealers.

  2. Click into the sales org you want to update and access integrations:

    • Click on the "integrations" tab.

  3. Enable Installer Branding:

    • Locate the "Use Installer Branding" toggle.

    • Toggle it to "yes" to use the installer's logo and name on Optimus proposals.

    • Toggle it to "no" to disable it.

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