Clients

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11 articles in this collection
Written by Caroline Bries

When I send a document to a client/supplier, can I define how this person should be named in the email?

Yes, you can define a "nickname" for your clients and suppliers.
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Written by Caroline Bries
Updated over a week ago

Can I copy a service from one client to another?

Yes, you can automatically import a service (with matches!) from one client to another.
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Written by Caroline Bries
Updated over a week ago

One of my clients uses two different currencies. How can I manage that?

It can happen that a client works with two different currencies. There is a way to manage that in LSP.expert.
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Written by Caroline Bries
Updated over a week ago

I apply two different prices for the same service. How can I manage that?

There is an easy way to manage that situation in LSP.expert.
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Written by Caroline Bries
Updated over a week ago

Can I define a minimum fee for a client?

Yes, you can easily define a minimum fee for each one of your clients.
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Written by Caroline Bries
Updated over a week ago

Can I work with different currencies in LSP.expert?

Yes, LSP.expert can manage as many currencies as you like.
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Written by Caroline Bries
Updated over a week ago

Can I upload files for a client?

In LSP.expert, you can upload files (general instructions, confidentiality agreement, etc.) for each client.
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Written by Caroline Bries
Updated over a week ago

Can I classify my clients in different categories?

To classify your clients, you can use labels.
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Written by Caroline Bries
Updated over a week ago

How can I manage my clients' contacts (PMs, accountants, etc.) and send them emails?

In LSP.expert, you can easily manage your clients' contacts and send them documents.
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Written by Caroline Bries
Updated over a week ago

How can I manage my prices at the client level?

Your prices can be very easily managed for each client.
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Written by Caroline Bries
Updated over a week ago

Can I export all my clients in Excel?

The clients in LSP.expert can be exported in .csv.
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Written by Caroline Bries
Updated over a week ago