Personalizing Your CRM Login Interface

Customizing the login page of your CRM can significantly enhance user experience and reinforce your brand’s identity. This guide will walk you through the steps to tailor the login page to reflect your company’s branding, including logos and color schemes, or adjust the layout to meet your specific needs. Step 1: Access Your Agency Dashboard To start customizing your login page, first navigate to the agency dashboard in your CRM. You can typically find this option from the main home screen or dashboard. Look for a link or button labeled "Agency Dashboard" or a similar term and select it to enter. Step 2: Go to the Settings Menu Once you're in the agency dashboard, the next step is to access your CRM’s settings. Find the “Settings” menu, which allows you to manage various aspects of your account. Click on this menu to proceed to the settings page. Step 3: Find the Company Settings Within the settings menu, look for the “Company” settings option. This section is where you can manage company-specific information and settings, including customizing the login page. Scroll through the options until you locate the area dedicated to login page customization. Step 4: Use a Customization Tool If you prefer a more user-friendly approach or lack coding experience, consider using a customization tool. Platforms such as DHL Experts offer templates and design tools to simplify the process. Choose a template that fits your desired style and design preferences. Step 5: Implement Custom CSS Once you’ve selected a design template, you will receive a custom CSS code. Copy this code and return to the CRM’s company settings page. Locate the section for "Custom CSS" or a similar field and paste the code there. This will apply your chosen design to the login page. Step 6: Save and Apply Changes After pasting the custom CSS code, make sure to save or update your settings to apply the new design. You might see a confirmation prompt; follow any instructions to complete the customization process. Common Issues and Solutions Q: What should I do if the custom CSS isn’t visible immediately? A: Try refreshing your browser or clearing your cache. If problems continue, verify the CSS code for errors or contact support for help. Q: How can I return to the default login page design? A: To revert to the default design, simply remove the custom CSS code from the settings and save the changes.