Legrand CRM Cloud Knowledge Base
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Help Topics
Account Info & Billing
Update your Legrand Cloud CRM account information, enter billing details and view payment history.
Accounting Integrations
How to connect Legrand Cloud CRM with QuickBooks Online or Xero and sync data.
Calendar Management
Explore calendar and task management features to help you stay on top of your workload.
Companies and Contacts
Keep track of companies, contacts, and communications with Legrand Cloud CRM.
Configuration
How to configure the screen layout, module names, custom fields, set up email signatures and more.
Email Integration
Get access to key CRM features within your email inbox with the Legrand CRM Outlook add-in.
FAQ
Troubleshooting common problems and answers to frequently asked questions.
Getting Started
Everything you need to know to get started with Legrand Cloud CRM.
Jobs Module
How to use the Jobs module to manage jobs and projects for your clients.
Manage Lists
How to create, edit and manage lists using tags.
Manage Users
How to invite users, disable users and manage user permissions.
Reporting
Keep track of business activities using the Reporting module.
Sales Management
How to use the sales pipeline, set custom pipeline stages and manage opportunities.