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Choose the Branding in Optimus Proposals

Enerflo Support avatar
Written by Enerflo Support
Updated over 2 weeks ago

Installer admins can customize whether an authorized dealer's Optimus proposals should show installer branding or the sales org branding.

To edit this setting:

  1. Navigate to Installer Settings by clicking Settings > Installer > Authorized Dealers.

  2. Click into the sales org you want to update and click on the "integrations" tab.

  3. Enable Installer Branding:

    1. Locate the "Use Installer Branding" toggle.

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

    3. Toggle it to "no" to use the sales org's logo and name on Optimus proposals.

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