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
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.
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