Rename Channel field in opp

CartoDB / RevOps

Sales and marketing operations team repo.

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Rename Channel field in opp #353

Closed Julien-Hennico closed 2 years ago

Julien-Hennico commented 2 years ago

Hello @ruipperez The name of this field is a bit confusing for people. Could we rename it by something like "Partner Type" or "Partner Interaction" ? or anything of your choice that would be

ruipperez commented 2 years ago

Hi! You mean renaming "Channel"? I don't think Partner Type or Interaction would work... This is not so much about Partners but how the sale "came through" that's why one of the categories is Direct Sale.

Julien-Hennico commented 2 years ago

humm yes you are right, Channel is also confusing because in marketing channel is Paid, Organic, Social... I understand that an opp can have inbound = True with HS Original Source = Linkedin but also have this "channel" field with "Technology Partner sales" right?

What do you think would be a good name for it? some other ideas:

Sales Partner
Shared Sales Origin
Partner Impact
Partner Source (Direct Sales being here like the negative value saying they were no impact from partners)

Happy to any suggestion :)

ruipperez commented 2 years ago

mmm... and what about Sales Channel? Sorry to insist but I don't think this is about the partner, it's more about the "type of sale". This field belongs to the Opportunity so it's related to the Sale, really. It's not a "marketing field", makes sense?

ruipperez commented 2 years ago

@victorfolque for visibility

ruipperez commented 2 years ago

Renamed to Sales Channel