Clients

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