CRM

First steps

• Discover 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