Filling company details automatically
When you add a new company to Livespace, start with typing in its NIP number. You will see the icon that will allow you to download further company details from Prześwietl.pl database.
Clicking on the icon will automatically download the address and corporate information. The name and address details of the company will fill out automatically. Now you can approve it with the Save button.
Worth to know
If you want the Company’s NIP number to be visible also in the form of the related Deal and/or Persons, enable the relevant options in the Account Settings > Deals > General:
How to activate or deactivate the integration?
The integration is enabled by default. To turn it off or restart, go to the Account settings > Integrations and add-ons > Prześwietl.pl and select the proper settings.
How to add contacts from Prześwietl.pl to Livespace?
Using our plug-in for Google Chrome you can save your contacts directly from Prześwietl.pl to your Livespace CRM. Just go to the profile of the chosen company. The icon to add the company to Livespace will appear in the address bar.
If you need more information about our Google Chrome plug-in, read this article.