Rebranding Lead Gen & CRM

Lead Gen & CRM enables you to rebrand Lead Gen & CRM to reflect the client’s branding and logo, as opposed to that of the agency partner.

This article will detail how to rebrand a Lead Gen & CRM instance.
 

This article applies only to Agency clients. For individual clients, please return to the help center home page and search for another article.

Setting Agency Permissions

To set rebranding permissions for all clients in your agency’s instance, log into your agency instance of Lead Gen & CRM.

1. Click    User Menu > Settings in Lead Gen & CRM's top toolbar.
   
   

    

2. Under My Company click Company Profile.
3. Scroll down to the Rebranding Constant Contact section and click the Prevent all clients from rebranding with their own logo images checkbox.
   
   

    

4. Click Save Settings.
   
   

    

Setting Individual Client Permissions 

To set a particular client’s permission to rebrand, log into your agency instance of Lead Gen & CRM.

1. Click     User Menu > Settings in Lead Gen & CRM's top toolbar.
   
   

    

2. Under Agency Tools click Manage Clients.
3. Click    Options > Client Rebrand Permissions next to the desired client's name.
   
   

    

4. Click the Do not allow to upload their own logos checkbox in the modal window that appears.
5. Click Save Permissions.
   
   

    

Rebranding Client Instances

You can rebrand client instances. To rebrand client instances, log into the client instance of Lead Gen & CRM that you are rebranding for.
 

1. Click    User Menu > Settings in Lead Gen & CRM's top toolbar.
   
   

    

2. Under My Company, click Company Profile.
3. Scroll down to the Rebranding Constant Contact section and click the image under Application Logo.
   
   

    

   Note: For logos, use an image with a transparent background in .PNG format. Application logos should have a height of 40px and a width of 128px. Branding logos should have a height of 75px.
    
4. Select or upload an image in the File Manager.
5. Click Insert.
   
   

    

6. Click the branding image under Branding Logo.
   
   

    

7. Select or upload an image in the File Manager.
8. Click Insert.
   
   

    

9. Click Save Settings.
   
   

Refer to Agency Tools Overview for more information on additional rebranding and white labeling features.

Questions?