Companies and Contacts

Prerequisite: To add tags to your contacts, you first need to create the tags. If you already have tags, click...

Click the plus (+) icon to record a company record in Legrand Cloud CRM.  Enter company information such as the...

Go to the ‘Companies’ module, select the company and click ‘Edit’. Make any changes as you need and click ‘Save’.

Prerequisite: To add tags to companies, you first need to create the tags. If you already have tags, click here...

Activity Notes help you keep track of every interaction you’ve had with customers and prospects. In Legrand Cloud CRM, you...

Standard data fields store basic information about your customers or prospects, such as a company name, contact name, phone number,...

Contacts are employees or individuals associated with a company who has a relationship with your business. There are multiple ways...

Go to the ‘Contacts’ module, select a contact and click ‘Edit’ in the record. Make any changes as you need...

In Legrand Cloud CRM, you can merge duplicate companies or contacts into one record. Go to the Companies or Contacts...

The ‘Notes’ section is a text field intended to capture quick reference information that might be helpful to have readily...

Prerequisite: Before sending emails to your contacts, ensure you’ve configured the email settings in Legrand Cloud CRM. Click here to learn...

In Legrand Cloud CRM, you can create email templates to save time on repetitive emails. For example, you can use...

Calendar events are activities you schedule with your contacts, such as meetings, product demos, client visits or webinars. You can...

Whether you used a previous system or spreadsheets, you can easily import customer data from a CSV file into Legrand...

If a contact leaves a company, you can set them as ‘Inactive’. Go to the ‘Contacts’ module to select the...

We do not recommend deleting contact records as they store activities, tasks, appointments, opportunities, documents etc. If a contact left...

Use the Advanced Search tool to perform more complex searches in the Companies, Contacts or Opportunities module. You can define...

Use the menu to navigate to the module where you created the custom field. Select any record and scroll down...

Option 1: Go to the Contacts module and select a tag from the list of Keywords. Once selected, Legrand Cloud...

Go to the Companies module and click the More Options section. Click the List by Keywords drop-down and select a...