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Basic operations

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Try this: gmail import data lost password integrations

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

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