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.
- Write a title.
- Change the state to Active.
- Choose the service you want to link Livebeep to.
- Complete the requested data.
Select the Livebeep events whose data you want to synchronise with the chosen service.
Select the leads you want to synchronise with the chosen external service.