Livespace

Livespace prompts (tool tips) allow you to add helpful information inside your sales processes.

How to add tips to the sales process

Multiple sales processes

Costs and profit

How to add a deal?

Board view - Kanban

What is working with the sales process in Livespace and how to configure it?

Working with the sales process

How to Configure Livespace for Working with a Sales Team and Call Center

Finances tab

Livespace allows you to add any currency to your account for use within deals

Currencies in Livespace

What are workflows, how to run them, and how do they work?

Workflows - linking steps to form fields

Activities in the Sales Process

Create deal after another deal's status changes - Livespace Workflow

Webhooks in Livespace: workflows, configuration, and integrations.

Webhooks in workflows

Martyna Chmielewska

Michał Kalinowski

Support

Deals

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.

Connect your stack

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

{appName} in 60 seconds

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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