Two-way integration with Google calendar
Starting from the Automation package Livespace calendar can be integrated with your Google calendar in a way that allows you to immediately transfer tasks […]
Calendar and tasks
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Automated Task Suggestion
The Automated Task Suggestion feature, available starting from the Automation package, allows you to set any sequence of tasks in the order of your […] -
Email automation in Livespace CRM
Marketing research shows that 80% of probable deals require contacting a potential customer at least 5 times in order to turn the lead into […] -
How to add a task?
Adding a task to Livespace can be done in several different ways. No matter which method you choose, adding a task will always happen in the same […] -
Working with task list
Task list is a feature that helps to keep track of all your tasks and plan their realization. The model of dealing with tasks […] -
iCal – Google Calendar, MS Outlook integration
Livespace CRM tasks can be integrated with other apps which support calendars in formats such as iCal or RSS. This way, you can display […] -
Task types configuration
Task types in Livespace allow you for quick filtering the tasks of a specific type, as well as more comfortable viewing of the statistics in […] -
Task templates
Livepace allows you to create task templates. You can consider them as consistent sets of most frequently used tasks. You can instantly use them […] -
Tasks’ statuses configuration
The tasks’ statuses in Livespace allow for quick filtering of the tasks in terms of the selected type and at the same time controlling […] -
Task reminders
You can add a special reminder to each of your Livespace tasks. Reminders are set with a certain advance and act independently for every […] -
Task profile
In most cases, all of the information concerning the task are available in the adding/editing task form. However, if the task requires additional, more expanded comment, there is […] -
Task attendees
Every Livespace task has a person assigned to it. It may be someone who created it, as well as a person responsible for it. […] -
Repeating tasks (cyclicity)
When you are determining the deadline for a new task, you can also indicate that the task will be repeated regularly. This is the […] -
Private tasks
Livespace allows you to add private tasks – those that are intended to their owner only. However, in certain circumstances, a private task may be also available […] -
List operations and exporting the task list
If you need to change many tasks at once, you can use a very handy Livespace feature: the List operations. -
After-sales activities
After-sales activities is a set of administrator-defined tasks that pop up every time after you win a deal. The aim of this set of tasks […] -
Adding and editing task form
You can add a task using the task addition form. This is a universal solution that allows you to quickly add both simple tasks […]
