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How do I add my branding/logo to my CRM?

Upload your logo and brand colors to have the CRM be an extension of your brand

Written by Jana

You can upload your logo and choose your corresponding brand colors so that the customer experience reflects your brand.

Your logo and brand colors will be used for the customer-facing aspects of the CRM such as estimates and invoices.

To Upload Your Logo:

  1. Login to your CRM

  2. Click the person icon at the top right and choose Company Settings

  3. You will be brought to the Branding page

  4. Click Change logo

  5. Choose the PNG or JPG file from your device and choose Upload

  6. The logo will be uploaded

  7. You can remove the logo by clicking Remove Logo and following the above instructions to upload the logo you need

To Customize Your Brand Colors

  1. Login to your CRM

  2. Click the person icon at the top right and choose Company Settings

  3. You will be brought to the Branding page

  4. Under the upload logo area, you will see Brand Color and Secondary Color

  5. Click the color box to reveal a color picker and an area to enter in your HEX color code (if you know it)

  6. When you're done, choose Select

  7. Repeat for the Secondary Color option, which is not required

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