- 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
- Editing document templates
- Visibility of Contacts, Deals and Spaces
- How to use segmentation?
- Connecting the mailbox to Livespace
- Manage forms in Livespace CRM
- 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
- Multiple sales processes in Livespace CRM
- After-sales activities