In the Sales module, your sales channels are accessible from the Dashboard menu. If you start from a new instance, you will find a sales channel installed by default : Direct sales. You can either start using that default sales channel and edit it (refer to the section Create and Organize your stages from the page Establecer y organizar el flujo de ventas) or create a new one from scratch.
To create a new channel, go to and click on Create.
Rellene los campos:
- Enter the name of your channel
- Select your channel leader
Seleccione los integrantes del equipo
Don't forget to tick the "Opportunities" box if you want to manage opportunities from it and to click on SAVE when you're done. Your can now access your new channel from your Dashboard.
Nota
Si usted empieza a trabajar en una base de datos vacía y no puede crear nuevos usuarios, consulte la página ¿Cómo crear un nuevo vendedor?.