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CRM
All you need to know about the CRM
Applications
Invoicing
Accounting
Team
Inventory
Catalog
CRM
Projects
Box
Calendar
Getting Started
Your profile
Customize Holded
Integrations
Plans & Billing
Holded
CRM
Import your information
Import Companies
Import Contact Persons
Import Your Deals
Import Activities
Configure your CRM
Sales Teams
Activity Types
Funnels
Managing Pipelines
Personalize Stages
How to add a funnel to the CRM app
Customise the Stages of a Sale With the CRM App in Holded
Leads
Manage your Leads
Create a Lead
Create an Event, Note or Task for a lead
Activities
Manage your Activities
How to Filter by Activities
Export your CRM information
Export your Deals and Activities