Livespace

Contact and deal owner

Setting up and using ties in Livespace CRM

Editing document templates

Activity date

In Livespace, you have the option to define the visibility of added contacts, deals, or spaces.

Visibility of Contacts and Deals

Acquisition sources in Livespace CRM

Additional functionality of additional fields

Unique fields

Learn how to effectively work with lists of contacts, deals, tasks, or spaces

Working with lists in Livespace

How to use tags?

In the dashboard and on the profiles of contacts, deals and spaces, the board is the central element. How to use it during your work?

How does the board work?

The Dashboard displays the most important information for you about your activities, statistics, and tasks. Learn how to use it.

Dashboard information

How to bulk change the visibility of contacts and deals?

Mass change of object visibility

Adding a space

Data safety

How to collect additional information? Manage forms in Livespace CRM

Contacts, deals and tasks changelog

Email Notifications

Document templates

Automatic deal numbering

Cross filters

Enhanced functions of Growth and Professional+ packages

Searching in Livespace

Martyna Chmielewska

Support

Intercom Livespace

Data management

livespace.io

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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