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Sales Channel

A sales channel is the route a sale came through: direct, through a dealer, through an agent, online.

Where
Real Estate › Sales Channel
Who uses it
Sales management
When
At setup
Needs first
Nothing

What it is for​

The channel is picked on a Sales Agreement to report sales by route. The two ticks on this screen, Required Dealer and Required Sales Team, are stored but nothing in the system reads them: picking a channel never makes Dealer or Sales Team required.

Every field in plain words​

FieldWhat it meansWhat to put
Sales ChannelThe codeA short code. Required; unique
NameWhat it is calledDealer Network
Required DealerMeant to make Dealer requiredHas no effect today
Required Sales TeamMeant to make Sales Team requiredHas no effect today
BlockMarks the record as blockedTick to mark it blocked

How to configure it​

Nothing beyond the list.

Scenarios​

  • A developer sells through its own staff and through outside dealers. Keep each route, team or agent here so agreements can be reported by it.

What it is connected to​

If something looks wrong​

  • Save refuses and marks the code. The code is empty, or another record of this screen already uses it. Codes must be unique; type a new one.