> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Holder

> Register a new Holder in the CRM module to represent the person or entity that owns one or more Accounts.

To create a Holder, follow these steps:

<Steps>
  <Step>
    Go to the **Holders** page and click the **New Holder +** button.
  </Step>

  <Step>
    A window will open where you can choose the type of holder that you want to create.

    * If you select **Individual** (Natural Person), you will be redirected to the **New Holder** page, where you can specify the information of the individual.
    * If you select **Corporate** (Legal Person), you will be redirected to the **New Holder** page, where you can specify the information of the company.
  </Step>

  <Step>
    Follow the instruction on screen to fill in all the necessary information and click **Save**.
  </Step>

  <Step>
    If the creation is successful, you will receive a confirmation message, and the list will refresh to show the new Holder.
  </Step>
</Steps>