A new space can be added to CRM with a quick Add button. You can add it from a list in Spaces tab as well. In this article we’ll discuss how to do both of those things.
In this article:
Turning Spaces feature on
In order to turn Spaces on in Livespace, go to Account settings > Integrations and add-ons > choose Spaces from the list. Switch it on in here in order to use this feature.
How to quickly add a Space
If you want to add a Space quickly from wherever you are in Livespace:
Click on the Add button and choose Space from the list.
When the form appears, name the Space and decide if you want to make it public or not.
If you decide on a Private or Hidden Space, you can choose people who will have access to it.
To finish adding a Space, click on Add or Add and create new in order to create a new Space right away.
How to add a space from a Space list
In order to add a Space from a Space list:
Go to Spaces tab and click on Add a space on your right.
When the form appears, name the Space and decide if you want to make it public or not.
If you decide on a Private or Hidden Space, you can choose people who will have access to it.
To finish adding a Space, click on Add or Add and create new in order to create a new Space right away.
Import of spaces
If you want to add a couple of spaces from .xls, .csv or .ods file, use the Import spaces in Spaces or Import in Account settings. In addition to the names of individual spaces, you can also import other key information, such as groups, tags, space visibility settings, and any pre-defined additional fields.
Remember to define additional fields to space first in the Account Settings > Forms> Additional fields> Spaces.
