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 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.

Fill in the fields :

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

 Your can now access your new channel from your Dashboard.