Livespace allows you to quickly import your data from HighRise CRM. As a result, you can start working with Livespace immediately.
When you transfer your data, you’ll see:
CRM Users
first and last name
email address
role
Companies
company name
note
when the contact was added and modified
owner
email address and phone numbers
web page and address
avatar
People
first and last name
company
role
note
when the contact was added and modified
owner
email address and phone numbers
address
avatar
Deals
name
description
deal’s value
when the deal was added and modified
owner
status
tied person or company
Dashboard
notes
emails
files
Tasks
name
when the task was added and modified
author
owner
status (done/open)
date
tied with contact
Sales categories
Tasks categories
Tags
If you want to import your data from HighRise to Livespace CRM – write to us