> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/proposals-and-invoices/initial-settings/proposals-and-invoices-initial-settings-guide/proposals-and-invoices-sales-channel.md).
# Proposals and invoices - Sales channel
The **Sales Channels** indicate where each opportunity came from (e.g.: Google, WhatsApp, Website, Referral). Registering these channels helps with reports and organizing proposals and invoices.
***
### Where it is located
**Proposals and Invoices Settings → Sales Channels**
You will see the list with: **First name**, **Alias**, **Creation/Update Date** and the action **Delete**. There is also the search and the button **+ New Sales Channel**.
***
### Create a channel (step by step)
Access **Settings → Sales Channels and c**lick on **+ New Sales Channel**.
1. On the **Edit Sales Channel**, fill in **Sales channel name**
* Ex.: `Google`, `WhatsApp`, `Website`, `Instagram DM`, `Referral`.
2. Click **Register** to save.
> Tip: the **Alias** is generated automatically from the name (e.g.: `google`, `whatsapp`) and appears in the listing.
***
### Edit or rename
In the channel list, click on the desired channel, change the **Sales channel name and c**lick on **Register** to apply.
***
### Delete (careful!)
* Use the button **Delete** (on the channel row or at the top of the edit screen).
* Before removing, check that there are no proposals/tasks using this channel. Prefer **renaming** over deleting, to keep the history.
***
### Change logs
* Click **Change logs** (bottom right corner of the list) to see who created/changed/deleted and when. Useful for auditing.
***
### Naming best practices
* **Short and clear:** “Google”, “WhatsApp”, “Website”, “Referral”.
* **No unnecessary variations:** avoid “whats”, “wpp”, “Whats App”.
* **Useful categories:**
* **Paid:** Google Ads, Meta Ads.
* **Organic:** Website, SEO, Instagram DM.
* **Partnerships:** Referral, Reseller, Fair/Event.
***
Done! With the channels created, your reports become more accurate and it becomes easy to understand which sources bring more business.
---
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