Indirect Sale? Fill in the BP Channel!
Building and maintaining the notoriety of a company is not an easy task, it is necessary to attract the attention of customers, through the promotion of the product or service, it is an investment that companies look for to succeed. When deals are signed, following a recommendation from a customer, or a new lead, an existing customer reference is added to the database, and then it is possible to document it in the company’s records:
According to the image, in the Customer or Lead data you can enter the reference customer code in the “BP Channel Code” field. When creating a sales document for a specific customer or lead, the names of the BP channel and the person in question are automatically filled in the respective fields: