Legrand CRM Cloud Knowledge Base

Help Topics

• FAQ

  Troubleshooting common problems and answers to frequently asked questions.
• Companies and Contacts

  Keep track of companies, contacts, and communications with Legrand Cloud CRM.
• Sales Management

  How to use the sales pipeline, set custom pipeline stages and manage opportunities.
• Accounting Integrations

  How to connect Legrand Cloud CRM with QuickBooks Online or Xero and sync data.
• Configuration

  How to configure the screen layout, module names, custom fields, set up email signatures and more.
• Jobs Module

  How to use the Jobs module to manage jobs and projects for your clients.
• Email Integration

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

  Explore calendar and task management features to help you stay on top of your workload.
• Reporting

  Keep track of business activities using the Reporting module.
• Getting Started

  Everything you need to know to get started with Legrand Cloud CRM.
• Account Info & Billing

  Update your Legrand Cloud CRM account information, enter billing details and view payment history.
• Manage Lists

  How to create, edit and manage lists using tags.
• Manage Users

  How to invite users, disable users and manage user permissions.
• SMS Integration

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