The first step to start using this functionality is to activate for free the corresponding Gem.

How?

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1. Click on the Control Menu at the top right of your screen
2. Select Holded Store
3. From the Gems tab, go to CRM
4. Select Sales funnel
5. Click on Activate

Once you have activated the Gem, you will have to create your first funnel.

By default, the system provides you with an already created funnel, usually named Embudo 1. You can edit this funnel or create a new one, depending on your needs.

How?

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1. Go to Sales and select Sales funnel
2. Open the drop-down menu at the top right of your screen
3. Click on + New funnel
4. Name your funnel

See this article for more information on the creation of sales funnels

Once you have named your funnel, you will have to establish who has the permission to manage it among all the people with access to the CRM: if only a specific sales team, user or if you do not want to set any access limits.

How?

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1. In the creation modal, open the drop-down menu, right next to the name
2. Select between Public or Private, depending on the level of privacy you need.
   

   By choosing Private, only the selected users and sales team members will have access to the funnel and its opportunities. Learn here how to assign a sales team to a funnel.

By default, Holded provides you with 4 established stages that you can customize according to the characteristics of each phase of your sales.

How?

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1. In the creation mode, write the name that characterizes each stage
2. Add a brief description
3. Set the percentage of the probability of profit you plan to obtain for each stage
4. Define the limit of the number of days after which an opportunity is considered stagnant
5. Add a new stage, if needed, by clicking on the + New stage button in the right bar of your screen

Custom fields are used to add additional information to better organize your sales cycle. You can add as many as you want to be displayed in the detailed view of your funnel's opportunities 

How?

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1. In the funnel creation modal, open the three-dot menu (⋮), on the top right of your screen
2. Click on Settings
3. In the pop-up modal, click on + Add field.
4. Name the custom field
5. Click Save

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If you have to mark an opportunity as missed, you can insert the reasons for a more detailed follow-up. You have the possibility to add as many as you need, and to select them when indicating that an opportunity has been missed.

How?

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1. In the funnel creation modal, open the three-dot menu (⋮), on the top right of your screen
2. Click on Settings
3. In the pop-up modal, click on + Add New, just below Lost reasons
4. Name the reason
5. Click Save

Creating a deal allows you to track in detail everything that happens in the different phases of your sales, visualizing its real status and its economic opportunity.

How?

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1. Access to Sales funnel, from Sales
2. Click on New deal
3. Fill in the fields about your customer's company and contact person, the opportunity title, its economic value, define the stage of your funnel, select the person responsible for follow-up, the expected closing date and the probability of profit.
4. Click on Save deal

Learn everything you need to know about deals management here

Once you have created your first deal, you can add one or more follow-up notes.

How?

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1. Access to Sales funnel, from Sales
2. Select your deal
3. From the view that opens on the side of your screen, click on Notes under the Create new section
4. Name your note 
5. Write what is needed

Learn here how to consult and modify the details of your deals

You can add one or more activities, such as a call or meeting, to your deal, as well as view its history.

How?

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1. Access to Sales funnel, from Sales
2. Select your deal
3. From the view that opens on the side of your screen, click on Activity under the Create new section
4. Fill in all the fields with the details of your activity
5. Click on Create

See this article to learn more about creating activities

Each deal can be moved between the different phases of your funnel, depending on the needs of the moment.

How?

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1. Access to Sales funnel, from Sales
2. Select your deal
3. Drag it from one stage to another

Learn how to consult the different views of your opportunities here

Now that you understand how to create a deal, you can delete it.

How?

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1. Access to Sales funnel, from Sales
2. Select your deal to open the view on the left side of the screen
3. Open the three-dot menu (⋮) on the top right of your screen
4. Select Delete
5. Confirm the action