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Business Marketing Setup
Business Marketing Setup

How to customize channels, funnels and statuses for a single business.

Kim Rounsefell avatar
Written by Kim Rounsefell
Updated over 3 weeks ago

Managing Marketing Settings at Different Levels

Marketing settings are an important aspect of any business's marketing strategy. They allow businesses to customize their marketing channels, funnels, and action statuses to best fit their needs. However, managing these settings can be a bit confusing as they are spread out across different levels. In this article, we will explain how to manage marketing settings a business level.

Tip: Refer to Marketing Setup to read more about managing Channels, Funnels and Statuses at an Account Level.

Business Marketing Setup

To manage Marketing Setup for a business:

Navigate to Settings > Businesses

Click 'View' on a Business you'd like to manage.

Scroll to 'Marketing Setup'

Marketing Channels

To add, or remove Marketing Channels for a business click 'Manage Marketing Channels'. You can now add 'New', or Delete existing marketing channels for this business.

Note: Deleting a channel at a business level will not delete it at an account level.

Business Funnel Stages

To add, or remove Marketing Channels for a business click 'Manage Marketing Funnel'. You can now add 'New', or Delete existing marketing funnels for this business.

Manage Statuses

Like Channels and Funnels, To add, or remove Marketing Channels for a business click 'Update Statuses'. You can now add 'New', or Delete existing marketing funnels for this business.

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