Learn how to set up your account and start working with Holded
By Héctor and 2 others3 authors17 articles
What is Holded?Introduction to Holded: an all-in-one business solution
First steps in HoldedSet up the basics and invite your team to work with Holded
Navigate Holded with easeRecognize the elements that will help you move around the platform and learn how to use them.
Import your business informationHolded allows you to transfer the data about your activity in an orderly and secure way. Learn how to do it in three steps.
Holded Tips - Things you can do in HoldedFunctionalities that facilitate the day to day of your business
Invoicing: a guide to getting startedThe first steps to start billing in Holded
Invoicing: an advanced guideBecome a billing expert at Holded.
Expenditure: a start-up guideAll the information you need to start recording and tracking your expenses.
Expenditure: advanced guideBecome an expert on how to manage expenses in Holded.
Inventory Getting Started GuideStart operating with your products, your stock and your orders
Advanced Inventory Guide
Start guide: AccountingIf you are taking your first steps in Holded, with this guide you will know how to set up your account, automate tasks and record movements.
Project Startup GuidePlan, organize and manage your projects efficiently, and work collaboratively
CRM: Getting Started GuideGet started with sales funnels and their opportunities
Equipment: a start-up guideThe first steps in the configuration and management of your company's employees.
Partner Programme: Getting Started GuideCollaborate with your customers with the help of Holded and the Partner programme.
POS: Getting started guideConfigure everything you need and carry out the complete cycle of a sale