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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
Funnels
How to add a funnel to the CRM app
Customise the stages of a sale within the CRM app in Holded
Leads
Create a Lead
Create an Event, Note or Task for a lead
Activities
How to Filter by Activities
Contacts
Create Contacts in Holded CRM
