Sales Channels

QUIXOTIC lets you onboard sales channels and configure exactly what each one can do: which products they can offer, under which licence, under which tax entity, and which customers they can access.
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Onboarding and portal activation

Each channel is created as an account within the platform. Once created, their Portal is activated so they can start operating.

Shared resources

The administrator decides what to share with each channel:
→ Tax entities
→ Supply licences (electricity, gas, or both)
→ Products
→ Customers

If you only want a channel to operate on electricity, you only share that licence. If you only want them to sell one product, you only share that one.

Channel users

Once the portal is activated, users are invited by email. Each user has a permission profile that defines what they can see and do. Channel users can get to work from day one: creating customers, opening opportunities, generating offers, and sending them for signature with Logalty (or any eSignature platform) where that's part of the workflow. More on Users & Permissions →

Visibility and control

Channels only see what you decide. Each user accesses only the resources shared with them, within the data scope defined in their profile.

Hierarchy and commissions

Channels support user hierarchies with unlimited levels, directly linked to commission calculations. More on Teams →

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