In Livespace CRM, you can group people, companies, and deals according to your own criteria. Groups make contact management easier and allow you to introduce a quick and consistent method of organizing data for all users. The process is the same for contacts and deals.
In this article, we describe:
Creating and managing groups of deals & contacts
1. To add, edit or remove a group, go to the Contacts or Deals tab and click the settings icon, turning on Group settings.
2. After adding, editing or removing a group, confirm the operation by the Save button.
Clicking on a selected group will display all the objects assigned to it.
By default, every Livespace user can manage groups, but the admin can disable this option for users in the Permissions section.
Good to know:
Contact groups and deal groups are separate entities.
A contact and its associated deal may belong to different groups.
You cannot filter deals by the contact’s group, or contacts by the deal’s group.
Adding contacts or deals to the group
You can add deals and contacts (persons, companies) to the group in several ways:
1. Assigning from the contact profile and using the +Group button.
2. In the add/edit form for the object.
3. In the Contacts or Deals tab, using List operations.
Examples of using groups
Contact groups in Livespace are useful for organizing and reviewing data. However, it's important to define the criteria you’ll use to group people and companies.
Here are a few examples:
Top 100 group – your list of one hundred ideal customers you want to work with.
VIP group – especially important customers who require special treatment.
First Contact group – contacts selected for initial outreach, after which they are moved to another group.
You can group contacts based on any subjective criteria – for example, how easy they are to talk to or the level of relationship. Remember that groups are shared among all users in Livespace, so the rules should be clearly communicated to your entire team.
Good to know:
You can assign a contact to more than one group.
For many search and filtering criteria, such as region or voivodeship, there's no need to create separate groups – use filters to narrow down list results instead. Saving filters for reuse can also be helpful.