Manage Master Tabs

Follow the steps below to manage master tabs. The master tabs represent the sections within the EasyQuote white-label solar sales tool.

Step 1: Click on the profile in the top right corner, then select “Organization”.

Step 2: Click on “Master Tabs”. 

Step 3: Click and drag master tabs to change the sequence. 

Step 4: Click on the three dots on the right-hand side of a master tab to edit. Click “Edit”.

Step 5: Update the master tab information, such as the name, status and whether or not the dialogue popup is enabled or not. Then click “Update”.