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You can upload a logo for partner companies and branches to use in signature blocks or co-branded Content Library templates.
For a New Company (Branch)
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Click the + icon in the Company Name (Branch) field.
The Add New Company (Branch) window opens.
Enter the company (branch) name in the Organization Name field.
Click Add Branch to save the new company (branch).
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Adding a Logo to an Existing Company (Branch)
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Click the pencil icon to edit a selected record.
When the Partner Registration/Manage and Edit Partners page opens, the First Name, Last Name, and Company (Branch) fields will be populated.
Click the pencil icon in the Company Name (Branch) field.
Drag/drop or upload the company (branch) logo in the Upload Partner Branch Avatar field when the Edit Company (Branch) - <company name> popup window opens.
Click Save Branch.
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The Partner Registration grid shows you all referral partners based on the user selection in the Team/Agent dropdown.
Select Partners from the inFlow dropdown list.
The Partner Registration grid opens.
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Partner Sync from Encompass
If the Encompass Partner partner contact fields are in the Encompass Reporting database, then Insellerate can bring the field-level data into the application for that client. Contact your Customer Success Manager to update your Encompass mapping. Note: This will not create a new partner in Insellerate. It just adds it to the individual client application.
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