Before inviting partners to your portal, it’s recommended to set up your branding. This includes updating your colors, logo, and overall styling so your portal reflects your company’s identity.
Access Branding Settings
Go to Account & Settings in the sidebar.
Open the Portal Styles section.
All branding and customization options can be managed here.
Customize Colors
You can update various elements of your portal, including:
Background colors
Text and link colors
Button colors
Status indicators
How to Change Colors
Enter a Hex or RGB color code in the input field
orClick the color box to open the color picker and select a color
You’ll see a live preview of your changes at the top of the page.
Click Save once you're done.
How Colors Are Used
Color 1 (Primary Color):
Used for the sidebar, sign-in page, and links
Color 2:
Lead Phase: Consulting
Opportunity Phase: Interested
Payment Status: Scheduled
Color 3:
Lead Phase: Prospecting
Color 4:
Lead Phase: Lost
Opportunity Phase: Lost
Upload Your Logo
To add your company logo:
Scroll to the bottom of the Portal Styles page
Click the Pencil icon to edit and upload your logo file
You'll need to upload 2 logos (over white and over primary color)
Upload your favicon.
Note: All uploads must be in .png format
Once your branding is set up, your portal is ready for you to start inviting partners and managing leads and deals.