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Manage Master Tabs

Updated over 2 weeks ago


Follow the steps below to manage master tabs. The master tabs represent the sections within the EasyQuote white-label solar sales tool.


Step 1: Click on the profile in the top right corner, then select “Organization”.


Step 2: Click on “Master Tabs”.


Step 3: Click and drag master tabs to change the sequence.


Step 4: Click on the three dots on the right-hand side of a master tab to edit. Click “Edit”.


Step 5: Update the master tab information, such as the name, status and whether or not the dialogue popup is enabled or not. Then click “Update”.

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