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Choose which business brands appear in your views

Use the brand selector to focus the calendar, pipeline, dashboard or reports on the part of your business you want to review.

Written by Naomi Sherman

Use the brand selector to focus the calendar, pipeline, dashboard or reports on the part of your business you want to review.

Steps

  1. Open the view you want to use.

  2. Check the current brand selection near the top of the page.

  3. Choose the brand or available combined-brand selection you need.

  4. Check the date range, search and other view filters as well.

If a lead or event seems missing

Brand selection and the view filters both affect results. Switching brands does not grant access to another brand. Ask an authorized account administrator to review your brand access if the brand you need is unavailable.

Before creating or changing defaults

Confirm the selected brand before creating brand-specific packages, connections or defaults. A combined view is useful for reporting, but it does not mean every new setting is shared across all brands.

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