Legrand CRM Cloud Knowledge Base

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