Overview
Marketing Channels in SalesExec let you categorize and segment lead sources broadly (e.g., “Paid Search,” “Organic,” “Affiliate”) for reporting and attribution. Admins use this to create structure that supports lead tracking, ROI monitoring, and campaign optimization. Navigate to More → Settings → Setup Marketing Channels, Lead Sources & Campaigns.
Key Functionality
Create Marketing Channels — Define high-level categories for how leads come into your system.
Channel Ownership — Assign owners at corporate or branch level for accountability.
Real-Time Attribution — Tie incoming leads to their specific channel for reporting, performance, and ROI.
Hierarchical Structuring — Use channels to support sources and campaigns in a structured way.
Integration Support — Channels work with posting instructions for automated lead delivery from external providers.
How to Use This Feature
Note: ClickPoint doesn’t prevent you from using the same Marketing Channel, Lead Source or Campaign names. However, it is best practice to keep these unique.
Select More on the left-hand side tool bar, then select Settings and then Setup Marketing Channels, Lead Sources and Campaigns.
On this screen, you can add and edit Marketing Channels, Lead Sources, and Campaigns. You can toggle between the three in the upper right corner. For now, select Marketing Channels.
Then select Add Channel located in the upper left-hand corner.
The next screen will display channel options. Select one that fits the type of leads you are trying to get into ClickPoint.
After selecting the channel type, you’ll need to add a channel Name and an Owner.
Adding a Marketing Channel
Note: Selecting the correct owner is especially important. When the owner is the corporate level, all users within your organization can use them when manually adding leads. Set a branch owner if you wish for only those users under that branch, to have access.
Best Practices
Use clear, consistent naming (e.g., “Google PPC – Search” vs “Google PPC – Display”) to avoid confusion in reporting.
Limit the number of channels to what your marketing team actively uses — don’t over-complicate.
Align marketing and sales teams to agree on channel definitions so attribution is consistent.
Review channel performance regularly and retire or merge unused channels.
Use channel-level owners to make one person or team responsible for performance and maintenance.
Troubleshooting
Channel not appearing in dropdowns → Verify that it was saved correctly, and that you’re on the correct tab under Settings.
Ownership set incorrectly → Edit the channel and reassign to the correct owner.
Posting instructions don’t match the channel → Re-generate posting instructions after creating or modifying the channel.
Too many channels crowding the list → Consolidate similar channels into broader categories.