Copyright 2023. Intercom Inc. Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0 Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.Copyright 2023. Intercom Inc. Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0 Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.
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Contacts and CRM
Contacts and CRM

Everything you need to know about Contacts and CRM

Camilla avatarHéctor Emperador avatar
By Camilla and 1 other2 authors19 articles
What is the Contacts section?
Contact Glossary

Contacts


Create a contact
Manage your contacts
Create and manage custom fields

Customer Portal


Use the Customer Portal

Activities


Create and manage activities

Sales funnel


What you can do with sales funnels
Configure the CRM
Creating a sales funnel
Creating an opportunity
Manage the list of opportunities

Calendar


The Holded Calendar
The Activity Scheduler
Video - How to schedule activities in your Calendar
Holded Tips - Things you can do in Calendar

Import


import your contacts
Import your opportunities into the CRM
Import your activities
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