Legrand CRM Cloud Knowledge Base

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.
  • SMS Integration

    How to configure your SMS provider in Legrand Cloud CRM, edit SMS message templates and send SMS messages to Contacts.
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Popular Articles

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