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.
  • Managing Lists

    How to create, edit and manage lists using tags.
  • Accounting Integrations

    How to integrate and use our accounting integration to boost productivity
  • 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
  • Email Integration

    Get access to key CRM features within your email inbox with the Legrand CRM Outlook add-in.
  • FAQ

    Answers to your frequently asked questions and more.
  • 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.
  • Reporting

    Keep track of business activities using the Reporting module.
  • Sales Management

    Set up a sales pipeline with custom stages to qualify and manage leads.
  • Settings

    How to set up users, email settings, populate data fields, and screen configuration

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