To access this feature, activate the Sales Funnel Gem from the Holded Store for free.
Learn more here about deals.
How to get there
- Access Sales
- Select Sales Funnel
Adding a sales team to a funnel
- Select the funnel from the drop-down menu
- Click on the plus (+) button
- Select the sales team or users who will have the permission to access the funnel
Learn here how to configure a sales team and here how to manage the permissions of your account users.