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David Tran CRM Hits: 144

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 (Set up and organize your sales pipeline) or create a new one from scratch.

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

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Fill in the fields :

  • Enter the name of your channel
  • Select your channel leader
  • Select your team members

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.

./media/create02.png

Note

If you started to work on an empty database and didn't create new users, refer to the page How to create a new salesperson?.