Contacts

• What is Contacts?
• How to create a contact
• How to manage the contact list
• How to view and manage information from the contact dashboard
• How to add a person to a contact file
• What is the Client portal?

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Configure your CRM

• How to configure a sales team
• How to configure the activity types
• What's a CRM and how can it help my business?

Funnels

• How to manage Sales funnels
• How to add a sales team to a funnel
• How to add a funnel to the CRM app
• Customise the Stages of a Sale With the CRM App in Holded

Leads

• How to manage your list of deals
• How to manage deals
• What are Sales funnel and Opportunities in Holded?
• Create a Lead
• Create an Event, Note or Task for a lead

Activities

• How to edit, delete and export an activity
• How to manage the list of your activities
• What are activities in Holded?
• How to create activities

Import your information

• Import Contact Persons
• How to import your contacts
• Import Your Deals
• How to import your activities