{"id":1546,"date":"2020-10-23T05:54:36","date_gmt":"2020-10-23T10:54:36","guid":{"rendered":"https:\/\/fridaycrm.com\/blog\/?p=1546"},"modified":"2020-10-26T21:57:09","modified_gmt":"2020-10-27T02:57:09","slug":"08-09","status":"publish","type":"post","link":"https:\/\/fridaycrm.com\/blog\/support\/08-09\/","title":{"rendered":"08.09 &#8211; Channels &#8211; SETTINGS"},"content":{"rendered":"\n<p>Friday CRM provides for generation of a list of\nestablished communication channels via the corresponding Settings subsection: <em>Settings\n-&gt; Channels.<\/em><\/p>\n\n\n\n<p>All channels are logically divided into incoming and\noutgoing ones; they are specified by the CRM administrator based on the methods\nof communication with clients important to the company.<\/p>\n\n\n\n<p>For example, it may be:<\/p>\n\n\n\n<ul><li>Request from website<\/li><li>Incoming call<\/li><li>Incoming letter<\/li><li>Outgoing call<\/li><li>Meeting in office<\/li><li>Et al. <\/li><\/ul>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter\"><a href=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-09-01-channels-setting.png\"><img loading=\"lazy\" width=\"300\" height=\"259\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-09-01-channels-setting-300x259.png\" alt=\"\" class=\"wp-image-1547\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-09-01-channels-setting-300x259.png 300w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-09-01-channels-setting-400x345.png 400w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-09-01-channels-setting.png 560w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><figcaption>Channels Setting<\/figcaption><\/figure><\/div>\n\n\n\n<p>The section has the following options:&nbsp;<\/p>\n\n\n\n<ul><li>Add new channel<\/li><li>Rename the existing channel<\/li><li>Classify channel as incoming\/outgoing<\/li><li>Change sequence of interface<\/li><li>Delete communication channel<\/li><\/ul>\n\n\n\n<p>Available choices of channels are displayed in the\ndropdown list when generating a Deal.&nbsp;<\/p>\n\n\n\n<p>While editing it, you should select required channel\nwhich will be shown on the order page.&nbsp;<\/p>\n\n\n\n<p>The channel can also be used as filtration parameter in the <em>Deals <\/em>section that ensures, for example, viewing of orders received from the website or through cold calling.<\/p>\n\n\n\n<p>This approach demonstrates the number of incoming requests and sharing of the Deals that were made as a result of active sales and helps to evaluate the effectiveness of a particular communication channel as well as the degree of its involvement in the working process.<\/p>\n\n\n\n<div class=\"wp-block-image image-gray\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-09-02-displaying-channel-on-the-deal-page.png\"><img loading=\"lazy\" src=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-09-02-displaying-channel-on-the-deal-page.png\" alt=\"\" class=\"wp-image-1548\" width=\"236\" height=\"240\" srcset=\"https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-09-02-displaying-channel-on-the-deal-page.png 472w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-09-02-displaying-channel-on-the-deal-page-296x300.png 296w, https:\/\/fridaycrm.com\/blog\/wp-content\/uploads\/2020\/10\/08-09-02-displaying-channel-on-the-deal-page-394x400.png 394w\" sizes=\"(max-width: 236px) 100vw, 236px\" \/><\/a><figcaption>Displaying channel on the Deal page<\/figcaption><\/figure><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Friday CRM provides for generation of a list of established communication channels via the corresponding Settings subsection: Settings -&gt; Channels. All channels are logically divided into incoming and outgoing ones; they are specified by the CRM administrator based on the methods of communication with clients important to the company. For example, it may be: Request [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[],"yst_prominent_words":[486,1125,608,1128,26,166,170,501,908,173,906,175,853,117,1127],"_links":{"self":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1546"}],"collection":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/comments?post=1546"}],"version-history":[{"count":1,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1546\/revisions"}],"predecessor-version":[{"id":1549,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/posts\/1546\/revisions\/1549"}],"wp:attachment":[{"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1546"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/categories?post=1546"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/tags?post=1546"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/fridaycrm.com\/blog\/wp-json\/wp\/v2\/yst_prominent_words?post=1546"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}