LSP.expert

Yes, you can synchronise your MailChimp account with your LSP.expert account.

Can I connect my MailChimp account to my LSP.expert account?

Yes, you can define a "friendly name" for your clients and suppliers.

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

Yes, you can automatically import a service (with matches!) from one client to another, or import general prices.

Can I copy a price/service from one client to another?

It can happen that a client works with two different currencies. There is a way to manage that in LSP.expert.

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

In LSP.expert, you can define different prices for the same service using domains of expertise.

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

Yes, you can easily define a minimum fee for each one of your clients.

Can I define a minimum fee for a client?

Yes, LSP.expert can manage as many currencies as you like.

Can I work with different currencies in LSP.expert?

In LSP.expert, you can upload files (general instructions, confidentiality agreement, etc.) for each client.

Can I upload files for a client?

To classify your clients, you can use labels.

Can I classify my clients in different categories?

In LSP.expert, you can easily manage your clients' contacts and send them documents.

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

Your prices can be very easily managed for each client.

How can I manage my prices at the client level?

Caroline Bries

Clients

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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