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Improvements

At Holded, we evolve with you, with your business. So we would like to know what you think we can improve on to make your life easier.
Access by salespeople only to their documents and contacts, not to that of other salespeople
Mainly, so that salespeople can work only with their information and not see that of their other colleagues. Currently, you can give or remove access to contacts or documents, but sometimes you want a user to view, edit and create only certain contacts and certain documents (those related to their contacts) and not be able to access the rest so that they don't know the sales of other colleagues.
58
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complete

Booking/service booking tool
To be able to create a link with a visually configurable page and to be able to add the services offered in the business. So that the end customer can book by selecting service, day and time. Then an automatic confirmation, editing and cancellation email flow with the end customer.
1
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complete

Add the option to create a password required to access the customer portal
2
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complete