After you have imported and added contacts to Livespace, you can create your first deal. It can be a current deal or one that is already closed. When you do this, you will understand more about how deals work in Livespace.


 

Adding a deal in the Deals section 

If you want to add a new deal:

  1. Go to the Deals page.Deals tab in LiveSpace CRM
  2. Next, press the Add a deal link.Add in LiveSpace CRM
  3. You will see a form that allows you to add a new deal.Deal form in CRM

You can find instructions on how to complete the deal form in this article.

Quickly adding a deal

Instead of going to the Deals tab, you can use the plus (+) button to create a new deal.

In order to do this:

  1. Click on the plus (+) button in the upper right corner of the page.add
  2. Then, select the Deal link.adddeal
  3. The same deal form will come up.Deal form in CRM

You can find instructions on how to complete the deal form in this article.

Adding a deal on a contact’s profile

What can also be considered a comfortable way to add a new deal is doing it right on a contact’s profile (it can be either a profile of a company or a person) that you can find listed on the Contacts page. Once you have opened a contact’s profile, you will find there an area called Deals with this company or Deals with this person and the Add link. In this area, you will find all the deals that are linked to this particular contact. If there are no deals listed, all you will see will be the Add link which you can use to create a new deal with the contact.

Add a deal on a profile in LiveSpace CRM

You can find instructions on how to complete the deal form in this article.