Channels is the way the prospect found you. This may include newspapers, Google, events, etc. You can create channels and link them to a prospect.

1. Select Sale; in the left hand menu;
2. Next select Settings;
3. Click on Channels;
4. Select New;

5. Enter the name of the channel;
6. If desired, you can indicate if the channel is for internal use only;
7. Click Save.

You can filter prospects by channel.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.