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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
How to import contacts from a xlsx or csv file?
15 entries
Basic operations
Adding coworkers to CRM
Connecting the Exchange mailbox to Livespace
Dashboard information
Creating an account and logging in to Livespace CRM
Inviting coworkers to CRM
Adding a contact
24 entries
Contacts and collecting data
Exporting Your Connections from LinkedIn
Client status
How to identify duplicate contacts
Contacts, deals and tasks changelog
Acquisition sources in Livespace CRM
What are contacts in Livespace?
21 entries
Livespace configuration
Visibility of Contacts, Deals and Spaces
How to set up permissions?
Sample configuration of access in a team
Permissions in Livespace
Regional settings in Livespace CRM
Segmentation configuration (companies)
9 entries
Deals and finances
Kanban Board
How to add a deal?
Adding a deal
Working with the sales process
Costs and profit
Finances
16 entries
Calendar and tasks
Two-way integration with Google calendar
Automated Task Suggestion
Email automation in Livespace CRM
Adding and editing task form
Task reminders
Task attendees
33 entries
API & Integrations
Integration with Import2 – Data migration to Livespace
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
8 entries
Statistics in Livespace
Statistics – open deals
Statistics – closed deals
Statistics – Effectiveness
Statistics – contacts
Statistics – Activities in Livespace CRM
Ranking
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
Call tracker app for Android
Livespace CRM for Android
Livespace CRM for iOS
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