Customize your prospects' experience

By default, your prospects can request access to Business App from the Snapshot Report. That way, they can explore the platform to discover all of its benefits first-hand. You have the flexibility to customize your prospects’ experience from account creation to Business App access.

To customize your prospects’ experience:

  1. Go to Partner Center > Administration > Customize.
  2. Click on the Sales section to expand the options.
  3. Click Edit Default Marketing and User Experience.


4. Follow each of the steps in the wizard.

5. Click Finish (you may also preview first).


   Customize the Experience

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