Once a Holded user has found your advice on the Marketplace , they can start a conversation by sending you a message with their questions and inquiries. Every time you receive a new request or a new message, a notification will be sent to your email address.
In case you reach an agreement, you will simply have to accept their request and start collaborating through Holded. For his part, the client will grant you all the access necessary to manage his account and pending tasks.
However, depending on the case, you can choose to reject this request, block the client or cancel the colaboration.
Accept a collaboration request
Only the administrators or owners of a management or advisory type account will have the necessary permissions to manage requests and messages.
Access Consulting > My portal
Go to the Requests tab
Select the conversation
Click Accept Collaboration
Confirm the action
The client will be notified and will grant you the necessary permissions to manage their account.
Terminate a collaboration
Access Consulting > My portal
Select the client account
Opens the three-dot (⋮) menu, top right
Click End Collaboration
Confirm the action
Manage messages
Access Consulting > My portal
Checks for unread messages in the Messages
column
Select the corresponding account to access the conversations