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How to create a new channel?

In the Sales module, your sales channels are accessible from the Dashboard menu. If you start from a new instance, you will find a sales channel installed by default : Direct sales. You can either start using that default sales channel and edit it (refer to the section Create and Organize your stages from the page Zet en organiseer uw verkoop pijplijn) or create a new one from scratch.

To create a new channel, go to Configuration ‣ Sales Channels and click on Create.

Vul de velden in:

  • Enter the name of your channel
  • Select your channel leader
  • Selecteer uw teamleden

Don't forget to tick the "Opportunities" box if you want to manage opportunities from it and to click on SAVE when you're done. Your can now access your new channel from your Dashboard.