Proposals and invoices - Sales pipeline

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.

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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.

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Create a channel (step by step)

Access Settings → Sales Channels and click 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.

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Edit or rename

In the channel list, click on the desired channel, change the Sales channel name and click on Register to apply.

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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.

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Change logs

• Click Change logs (bottom right corner of the list) to see who created/changed/deleted and when. Useful for auditing.

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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.

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Done! With the channels created, your reports become more accurate and it becomes easy to understand which sources bring more business.