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Livespace configuration

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LiveSpace configuration

  • How to set up permissions?
  • Sample configuration of access in a team
  • Permissions in Livespace
  • Regional settings in Livespace CRM
  • Segmentation configuration (companies)
  • Segmentation configuration (people)
  • How to import contacts from a xlsx or csv file?
  • Setting up and using ties in Livespace CRM
  • Automatic deal numbering
  • Document templates
  • Visibility of Contacts, Deals and Spaces
  • How to use segmentation?
  • Manage forms in Livespace CRM
  • Editing document templates
  • Task templates
  • Task types configuration
  • Tasks’ statuses configuration
  • Task sharing
  • Email notifications settings
  • Managing Stages and Steps in Your Processes
  • iCal – Google Calendar, MS Outlook integration
  • Connecting the mailbox to Livespace
  • Multiple sales processes in Livespace CRM
  • After-sales activities

SOLUTIONS

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  • CRM for car and automotive dealerships
  • CRM for PV installation RES equipment suppliers
  • CRM for a marketing agency

FUNCTIONS

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  • Sales forecasting
  • Communication 2.0
  • Knowledge management

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