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
Open the Menu in the top right corner
Click on Settings
Select CRM and click on Preferences
From Sales Teams, click on New Team
Fill in the fields for name, colour, leader and icon
Click Save
Add members to a sales team
From Sales Teams, select the team
Click on + Add members at the top right of your screen
Select all the users you need to add
Edit a sales team
From Sales teams, select the team
Open the three-dot menu, top right of your screen
Click on Edit
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
Open the Menu in the top right corner
Click on Settings
Select CRM and click on Activity Types
From Activity Types, click on + Add Activity Type
Select a representative icon and choose a colour
Name the activity
Click the Save button at the top right of your screen
Edit activity types
Go to Activity types
Modify the section you want to edit, either the icon, the colour or the name.
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.
Go to Sales
Select Sales funnel
Open the three-point menu and click on Settings
Define what you need
Click on Save