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Clients
11 articles in this collection
Written by
Caroline Bries
Can I connect my mailchimp account to my LSP.expert account?
Yes, you can synchronise your mailchinp account with your LSP.expert account.
Written by
Caroline Bries
Updated over a week ago
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Written by
Caroline Bries
Updated over a week ago