Here you'll find all the documentation about Lime Go, how it works, and how to get the most out of your new CRM! .

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Lime Go helpdesk

Getting Started with Lime Go - FAQ

Getting Started with Lime Go

Does Lime Go Have Calendar Integration?

What Is the Lime Go Outlook Add-In?

How Do I Import Data Into Lime Go?

Getting Started with Go: Starter

Getting Started with Go: Grow

Getting Started with Go: Business

Configure Your Lime Go - FAQ

Is It Possible to Set "Product" or "Value" as a Required Field on Deals?

How Do Required Fields Work?

How Do I Switch Between Dark and Light Mode in Lime Go?

Where Do I Find Settings in Lime Go?

How Do I Switch to the New Settings Layout in Go?

How Do I Configure My Lime Go?

Configure your Lime Go

Mobile - FAQ

Can I Add Lime Go as a Mobile Version on My Phone?

Mobile

Data Import - FAQ

What Happens to My Duplicates After the Merge?

Do My Custom Fields Carry Over in the Merge?

What Data Is Included in a Merge?

Can I See What My Company Will Look Like After the Merge?

One of My Duplicates Can't Be Merged, Why Not?

How Do I Merge Two Company Cards (Merging)?

Can I Merge Company Duplicates Into Companies Connected to Data Sources?

What Is the Difference Between a Migration and an Import?


Data Import

Data Export - FAQ

What Data Does the XML Full Export File Contain?

What Data Can I Export Myself From Lime Go?

How and What Can I Export From a List?

How Do I Convert a Lime Go XML File to Excel?

Why Can't I Export All Customer Data From Lists to Excel?

Data Export

Integrations & API Keys - FAQ

Can I Connect a Chat (Connect) to Lime Go?

Can I Call From Lime Go (Skype, Lync, Telavox, Tele2…)?

How Do I Get an API Key?

What Is an "External Key"?

Does Lime Go Have an API?

Can I Integrate Lime Go with Lime CRM?

What Is an API Key?

Can I Integrate GetAccept with Lime Go?

Can I Integrate Lime Go with Meetric?

Integrations & API Keys

Integrations: ERP - FAQ

What is Fortnox?

How do I activate the ERP synchronization?

How does the ERP system synchronization work?

Should I choose invoice or order as the setting in ERP?

What is the difference between Standard and Premium ERP synchronization?

How much does the two-way sync with ERP cost?

Does the value of a won deal in Lime Go change if I change the value of the order in the ERP system?

What date is set for deals transferred from the ERP system to Lime Go?

How are companies matched in the sync?

How are branch companies/group companies matched?

Does the sync support branches that share the same invoicing address?

How can I find companies that haven't been matched correctly in Lime Go?

Can the "ERP ID" field be edited if the sync isn't activated?

Is the "ERP ID" field searchable?

Can we activate the sync if we use an external agency that handles our accounting?

I've entered incorrect information on a deal that's been sent to the ERP system – what do I do?

Does the ERP system work if we use multiple currencies?

Will data disappear or duplicates be created when I switch from one-way to two-way sync?

What happens in the ERP system when I make changes in Lime Go?

What triggers the transfer of customer information from Lime Go to the ERP system?

Integrations: ERP

Users & Billing - FAQ

Why is there a new price on my invoice?

I have questions about my invoice, agreement, or licenses.

How do I cancel my Lime Go agreement?

How do I make changes to my Lime Go agreement?

My account is deactivated, how do I reactivate it?

How do I add a new user?

Can I take over a former colleague's work in Lime Go?

What happens if I deactivate a user?

How does renewal and termination of the agreement work?

Can a new user take over the account from a deactivated user?

How do I change my login email?

Why have I been moved to a price plan?

What permissions do Lime Go administrators have?

How do I deactivate a user?

How do I change my password?

Can I add a user at no extra cost?

What price packages are available in Lime Go?

What do I do if a new user hasn't received their login link?

Can the licenses be split between multiple companies?

How do I change permissions for a colleague?

Which features are included in our package?

Where do I find our invoices?

Users & Billing

Employees & Teams - FAQ

Can goals be set for a Team?

What is the maximum number of employees in a Team?

Is Team linked to roles?

Can you be in multiple Teams?

How do "Teams" work in Lime Go?

What is the best way to change the responsible employee?

Employees & Teams

Personal Data & GDPR - FAQ

What does GDPR mean?

How does Lime Go protect my data?

Why can't we send email messages to all customers?

What do I do if I suspect that information has leaked?

Personal Data & GDPR

How do I clear cache and cookies for a specific website?

Is there a file size limit for documents in Lime Go?

Other

Company Data - FAQ

Where does Lime Go get its company data from?

How do industry codes work in Lime Go?

How do I find the right company?

How often is the company data updated in Lime Go?

What does the warning "Blocked for marketing" mean?

Can anyone else see the information I add to Lime Go?

Why can't I find a company in Lime Go?

Which information is mine, and which information belongs to Dun & Bradstreet?

Can I have more than one database in the same Lime Go app?

What am I allowed to do with the information in Lime Go?

Can I add a new company and match it against data in Lime Go?

How do I know if a school is private or public?

How does the twin analysis/lead search work?

How do I match source data to a company card in Lime Go?

Can I see which companies are connected to the same head office/group

What is shown under Key figures on a company card?

How does the map feature work in Lime Go?

Can you see a company's creditworthiness?

Company Data

Prospecting & Filters - FAQ

Which users are saved filters shared with?

How is the number of saved filters we can have counted?

How do I save filters, and what are the benefits?

Common Use Cases for Saved Filters

Prospecting & Filters

Deals & Pipelines - FAQ

Can I filter deals/projects?

How are won or lost deals/projects handled in sales activities?

Can I change the statistics shown on the widgets in each pipeline?

How do I get started with multiple pipelines?

Which pipeline will my deals/projects end up in?

Where can I see all pipelines?

How do I create a new pipeline?

How many pipelines can you use?

What is a pipeline?

Can I edit an existing deal?

Can an employee be responsible for a pipeline?

How do I get a good overview of all pipelines?

Can I move a deal/project from one pipeline to another?

How are custom fields, sources, and tags linked to pipelines?

Why can't I delete a pipeline?

Why can't I delete a step/status in a pipeline?

Can I move a status from one pipeline to another?

How and what can I export from my pipelines?

What happens when I change or delete a deal status?

Can I copy a deal/project?

Can I filter recently won deals across pipelines?

Why can't I create more pipelines?

How do I use pipeline descriptions?

What does "Closed Deal Values" mean?

How do I get an overview of all deals in my pipeline?

Deals & Pipelines

Leads & Heat Score - FAQ

What does "Strength" mean in Lead History?

How do I find new leads?

What do I need to do to get "AI Leads Weekly"?

Why am I getting unexpected AI Leads?!

How often will we get new AI Leads?

What is "Lead History"?

How do I follow up on leads generated from forms?

What is "AI Leads Weekly"?

Are AI Leads available in Norwegian Lime Go applications?

How do I qualify and structure leads in Lime Go?

Leads & Heat Score

Lists - FAQ

How can I exclude companies I've already been in contact with?

How do I restore a deleted list?

How do I find out which industry a company belongs to?

How do I reset a status in my list?

How do I create a list?

Why isn't my list updating with new companies?

How many companies should I have in a list?

Why has my status changed from "parked" to "to be called back"?

How do I delete a list?

How do I assign a list to an employee?

What is a list?

Is it possible to create private/hidden lists?

Lists

Tags - FAQ

Tags in Lime Go – functionality and administration

Can I add tags to cards?

How do I create new tags?

Can I change the order of my tags?

How do I change the color of my tags?

How do I filter by tags?

How do I delete tags?

Questions & Answers - FAQ

Lime Go Helpdesk & tutorials ENGLISH 

Lime Go Helpdesk & tutorials ENGLISH

Your hub for support & self-help

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