Channel is a new setting for Customers and Contacts to assign them to different:
This helps automate printing and emailing to assign your correct contact information.
This Solution will provide details. (6727)
The Channel tool lets you set your contact information for a channel.
For example, for "wholesale" (pictured) you might want:
- Logo or branding for your "wholesale" division
- Links to your B2B "wholesale" web store
- Contact info for your "wholesale" team
Then create a "retail" Channel as well and set Customers or Contact to their Channel. Quotes, Orders, and Invoices will automatically us
Channel features are being improved to automate workflow.
This Solution lists your choices for using Channels. (6818)