'Channels' is how the prospect found you. This could be through Google, a trade show, LinkedIn or another channel, for example. You can create your own channels and link them to a prospect.

  1. Navigate to ‘Channels’ under ‘Sales’ in the menu
  2. Click ‘New’ at the top right and specify whether the channel is for internal use.
  3. If desired, you can filter prospects by channel.
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