How do I update a Partner Agent for White Labeling after it's been created?
Learn how to edit an existing Partner Agent’s profile.
📌 Note: This article is for users who have added White Labeling to their Safari Portal subscription. If it’s not included in your plan and you’re interested in using this feature, please contact us at [email protected].
After creating a Partner Agent, you may need to update their information—such as their logo, contact details, or branding—for White Labeling purposes. This guide will walk you through how to quickly make those changes so your proposals stay accurate and aligned with your partners' branding.
Step-By-Step Instructions
- From your Dashboard, select Contacts.
- Click the Partner Agents tab.
- Search for the Partner Agent you want to update.
- Click Profile.
- Update the profile as needed.
Keywords: Partner Agent, White Labeling, Contacts, Update Partner Agent
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