9 docs tagged with "customization"

Set up your white-labeled platform: add your logo, brand colors, rename Business App, and control what clients see.

Configure Business App branding including the app name, custom domain, and web chat footer branding.

Control which pages and features customers see in their Business App dashboard, with per-page configuration options.

Create custom CRM modules to track industry-specific data like equipment, properties, or vehicles alongside your contacts and companies. Supports bulk import, automations, smart lists, and API.

Learn how to hide/show and reorder Executive Report sections on a market-by-market basis to focus your client reporting on the areas where you provide value.

Complete guide to setting up, configuring, and customizing your Marketplace store from initial setup to advanced customization.

Configure platform settings, customization, and advanced features for your business operations.

Learn how to customize and configure Snapshot Reports including templates, headers, banners, sections, and branding options.

Logos, colors, favicons, and white-label customization for your platform.