General settings > Prospects / Leads
Contents on Prospects / Leads:
- Where is the prospects database stored?
- How to label leads
- How to upload an external leads database
- Can I download the prospects database to my computer?
- Add custom fields to leads
- What is the "Click to not admit" option in the "Admitted" column?
- What are the Blocked prospects?
- How to synchronize Livebeep with an external service
How to synchronize Livebeep with an external service
In order to link information provided by Livebeep to an external service, access Prospects > External Sync and click + Add.
Properties
- Write a title.
- Change the state to Active.
- Choose the service you want to link Livebeep to.
- Complete the requested data.
Settings
Select the Livebeep events whose data you want to synchronise with the chosen service.
GDPR
Select the leads you want to synchronise with the chosen external service.