36 lines
1.1 KiB
ReStructuredText
36 lines
1.1 KiB
ReStructuredText
============================
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How to create a new channel?
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============================
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In the Sales module, your sales channels are accessible from the
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**Dashboard** menu. If you start from a new instance, you will find a
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sales channel installed by default : Direct sales. You can either start
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using that default sales channel and edit it (refer to the section
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*Create and Organize your stages* from the page :doc:`organize_pipeline`)
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or create a new one from scratch.
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To create a new channel, go to :menuselection:`Configuration --> Sales Channels` and
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click on **Create**.
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.. image:: ./media/create01.png
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:align: center
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Fill in the fields :
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- Enter the name of your channel
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- Select your channel leader
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- Select your team members
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Don't forget to tick the "Opportunities" box if you want to manage
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opportunities from it and to click on SAVE when you're done. Your can
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now access your new channel from your Dashboard.
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.. image:: ./media/create02.png
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:align: center
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.. note::
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If you started to work on an empty database and didn't create new users, refer to the page :doc:`../manage/create_salesperson`.
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