# Proposals and invoices - Sales pipeline

<figure><img src="/files/948db74e8a57046a0ea59729682ba91789da65e4" alt=""><figcaption></figcaption></figure>

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**.

<figure><img src="/files/e36cd241809b46b8e657fda4a8a094e18f8bd48a" alt=""><figcaption></figcaption></figure>

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### 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.

<figure><img src="/files/4d49df613e8c58586fc24c92e674f55a13bab871" alt=""><figcaption></figcaption></figure>

> 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

<figure><img src="/files/a6edc3b0c7c36d24afced119c5599995e32fac3f" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/7c2313c7909b403fdf9ddadcf971960392ebb6e9" alt=""><figcaption></figcaption></figure>

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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.

<figure><img src="/files/955c7bb96d6e35137510e5f329dbf1f5716ed630" alt=""><figcaption></figcaption></figure>

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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.


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