Contact & data model — found from sitemap — Livespace

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Facts read from this source

• List management Report an error

  “Lists can be filtered, sorted, exported, save custom filters, and mass managed through List Operations. Thanks to that you can mass-change, for example, the owner of the selected contacts or tag multiple profiles at once.”

• Custom views Report an error

  “Livespace has several built-in views. If you need a custom view with additional fields you specify, you should create a custom view.”

• Segmentation options Report an error

  “You can manage your contacts in different ways: Segmentation Client status Groups Tags”

• Duplicate merge Report an error

  “At the bottom of the list (depending on the permissions) there is an option to search for duplicates and merge them.”

• Profile features Report an error

  “Person and Company profiles are similar and both provide: Adding notes Email correspondence Adding deals Creating connections Following Tagging”

• Custom fields Report an error

  “you can also collect further data about your customers by adding your own form fields. If you have an Admin role, you can do it in the Settings > Forms section.”

• Import Report an error

  “When getting started with Livespace you can import a larger batch of contacts from an external file or another tool.”

• Visibility limits Report an error

  “It is possible to limit the visibility of contacts to specific users”

• Permissions Report an error

  “In order to set permissions for users and their possible actions on contacts, it is necessary to properly configure permissions.”

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