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Basic operations

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Basic operations

  • Adding coworkers to CRM
  • Dashboard information
  • Creating an account and logging in to Livespace CRM
  • Inviting coworkers to CRM
  • Adding a space
  • How to add a file and a note?
  • Connecting the Exchange mailbox to Livespace
  • How to add a deal?
  • Adding a contact
  • How to add a task?

Import

  • Data import – preparing your file
  • Import contacts from Microsoft Outlook 2007
  • Import contacts from Microsoft Outlook 2010
  • Import your Gmail contacts to Livespace CRM
  • Import contacts from Mozilla Thunderbird
  • Import contacts from iCloud to CRM
  • Import your data from HighRise CRM
  • Exporting notes from the profiles

SOLUTIONS

  • CRM for IT Services & Software Houses
  • CRM for car and automotive dealerships
  • CRM for PV installation RES equipment suppliers
  • CRM for a marketing agency

FUNCTIONS

  • Sales process
  • Customer segmentation
  • Sales forecasting
  • Communication 2.0
  • Knowledge management

BUYING

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  • Personal data protection

SUPPORT

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  • Publications
  • Changelog

COMPANY

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