Contacts

• What is the client portal?
• How to manage the contact list
• What is Contacts?
• How to create a contact
• How to view and manage information from the contact dashboard
• How to archive a contact

See all 10 articles

Configure your CRM

• Sales Teams
• Activity Types
• What's a CRM and how can it help my business?

Funnels

• How to manage 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

• How to manage Deals
• What is a Deal in Holded?
• Create a Lead
• Create an Event, Note or Task for a lead

Activities

• Manage your Activities
• How to Filter by Activities

Import your information

• Import Companies
• Import Contact Persons
• How to import your contacts
• Import Your Deals
• Import Activities

Export your CRM information

• Export your Deals and Activities