Configure the CRM

Manage your sales teams, customise the types of activities available and customise sales funnels.

Camilla avatar
Written by Camilla
Updated over a week ago

Set up a sales team

This action is important when setting the privacy of your funnel. By setting the privacy level to Private, only selected users and sales team members will have access to the funnel and their opportunities.

Create a sales team

  1. Open the Menu in the top right corner

  2. Click on Settings

  3. Select CRM and click on Preferences

  4. From Sales Teams, click on New Team

  5. Fill in the fields for name, colour, leader and icon

  6. Click Save

Add members to a sales team

  1. From Sales Teams, select the team

  2. Click on + Add members at the top right of your screen

  3. Select all the users you need to add

Edit a sales team

  1. From Sales teams, select the team

  2. Open the three-dot menu, top right of your screen

  3. Click on Edit

  4. Save all changes

To delete a sales team, repeat the action and select Delete.


Configure activity types

By default, Holded provides you with 5 types of activities that you can use in your Calendar events or add to your Opportunities. You can add new types, according to your business needs, or modify and delete the ones already available.

Create new activity types

  1. Open the Menu in the top right corner

  2. Click on Settings

  3. Select CRM and click on Activity Types

  4. From Activity Types, click on + Add Activity Type

  5. Select a representative icon and choose a colour

  6. Name the activity

  7. Click the Save button at the top right of your screen

Edit activity types

  1. Modify the section you want to edit, either the icon, the colour or the name.

  2. Click the Save button at the top right of your screen.

To delete an activity, simply click on the bin icon next to the type of activity you want to cancel.


Set funnel preferences

For each funnel you create, you can set your preferences for notifications, custom fields and possible reasons for missed opportunities.

  1. Go to Sales

  2. Open the three-point menu and click on Settings

  3. Define what you need

  4. Click on Save


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