Customize The Referral Partner Center

 

Table of Contents:

Upload your business logo

Your logo will be visible on the Referral Partner Center sign-in page. 

  1. Go to Admin > Branding Center
     
  2. Under the Logo tab, upload a Sign-in Pages logo.
     
  3. Now, your partner will see your business logo on the sign-in page.


Customize your Welcome message

Your referral partners will see this welcome message when they sign in to the Referral Partner Center. 

  1. Go to CRM > Settings and click on Referral Partner Center.


     
  2. You can either create the welcome message using the Infusionsoft editor or simply enter the URL of an external web page that you want to  embed on the page. Embedding an external web page is a great option if you want someone who is not an Infusionsoft user to maintain the page for you; e.g., your webmaster.



Customize menu options

Your referral partners will see the Referral Partner Center menu settings that you enable.

  1. Go to CRM > Settings and click on Referral Partner Center.


     
  2. You can customize this menu by enabling or disabling the options.

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