Contacts and CRM
Everything you need to know about Contacts and CRM
By Camilla and 1 other2 authors19 articles
What is the Contacts section?Manage customer and supplier information.
Contact GlossaryAll the key concepts about the contacts section.
Create a contactLearn how to record customer and supplier data so that all the information is centralized automatically.
Manage your contactsLearn everything you can do from a contact panel.
Create and manage custom fieldsInclude extra details and get a better organization of your contact directory and CRM.
What you can do with sales funnelsDon't miss a single detail of your sales cycle thanks to CRM.
Configure the CRMManage your sales teams, customise the types of activities available and customise sales funnels.
Creating a sales funnelOptimise the stages of your CRM.
Creating an opportunityKeep track of your CRM and monitor the profitability of your opportunities.
Manage the list of opportunitiesLearn how to consult the stages of the CRM according to the three available views.
The Holded CalendarManage tasks and appointments, and organize and plan your activities efficiently
The Activity SchedulerCreate meetings based on the hours you decide to make available
Video - How to schedule activities in your CalendarCreate meetings and appointments based on the hours you decide to make available
Holded Tips - Things you can do in CalendarManage tasks and appointments, and organise and plan your activities efficiently.