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Contacts and collecting data

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Data organization

  • Client status
  • How to identify duplicate contacts
  • Exporting Your Connections from LinkedIn
  • Contacts, deals and tasks changelog
  • Acquisition sources in Livespace CRM
  • What are contacts in Livespace?
  • How to use groups?
  • How to use tags?
  • Consent Forms
  • How to set up the contact or deal owner?
  • How to collect additional information?
  • How does the Wall work?
  • How to move or copy a Wall post?
  • How to merge duplicated contacts?
  • How to undo data import?
  • How to restore deleted contact, deal or space?

Finding and filtering information

  • Client status
  • How to use segmentation?
  • Working with lists
  • Filtering results by specified criteria
  • Saving the filters on lists
  • List operations
  • Filtering the wall posts
  • Creating your own list views

SOLUTIONS

  • CRM for automotive dealers
  • CRM for a marketing agency

FUNCTIONS

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

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