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gmail
import data
lost password
integrations
15 entries
Good to know
FAQ
Getting started
How to move data from Pipedrive?
Payments – account extension in Livespace CRM
Where can I find an invoice for renewing my account?
What is a free trial period in Livespace CRM?
Gmail configuration in Livespace CRM
Data export – how to save a Livespace list to an Excel file?
15 entries
Basic operations
Adding coworkers to CRM
Dashboard information
Creating an account and logging in to Livespace CRM
Inviting coworkers to CRM
Adding a contact
Adding a space
24 entries
Contacts and collecting data
Exporting Your Connections from LinkedIn
Contacts changelog
Client status
How to identify duplicate contacts
Acquisition sources in Livespace CRM
How to specify the owner?
21 entries
Livespace configuration
Sample configuration of access in a team
Visibility of Contacts, Deals and Spaces
How to set up permissions?
Permissions in Livespace
Regional settings in Livespace CRM
Segmentation configuration (companies)
9 entries
Deals and finances
Kanban Board
Managing Stages and Steps in Your Processes
How to add a deal?
Adding a deal
Working with the sales process
Costs and profit
16 entries
Calendar and tasks
Automated Task Suggestion
Email automation in Livespace CRM
How to add a task?
Adding and editing task form
Task reminders
Task attendees
33 entries
API & Integrations
Livespace CRM + Thulium
Integration with Sellizer
How to move data from Pipedrive?
A new card on the Trello board after winning a deal in Livespace
Adding a contact to Livespace after completing Google Forms
Integration with Focus Contact Center
8 entries
Statistics in Livespace
Statistics – open deals
Statistics – closed deals
Statistics – products
Statistics – Effectiveness
Statistics – contacts
Statistics – Activities in Livespace CRM
7 entries
Products
What is the date of the product for?
Total number of products
What are products in Livespace?
Turning on and editing the products
Cyclical (recurring) products in Livespace
Discounts
5 entries
Communication and spaces
The team mailbox
Managing email templates
Sending emails via Livespace CRM
Adding a space
Use of spaces – examples
How do Spaces work in Livespace?
2 entries
Livespace mobile app
Livespace CRM for Android
Livespace CRM for iOS
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