Your Workspace, Your Words: White-Label and Presets
More of the platform speaks in your agency’s terms. Client portals link to your own privacy policy and terms and wear your favicon, milestones use your stage names, and project workflows, deal economics and the services you sell are editable presets.
- Appearance gains logo alt text, a favicon, and privacy policy and terms links
- Settings › Work: add, edit or reset project workflows
- Define your own service families beyond the built-in ones