How to create a company
Click the plus (+) icon to record a company record in Legrand Cloud CRM. Enter company information such as the...
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Companies and Contacts
Keep track of companies, contacts, and communications with Legrand Cloud CRM.
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How to edit a company
Go to the ‘Companies’ module, select the company and click ‘Edit’. Make any changes as you need and click ‘Save’. -
How to create and add tags to companies
Tags are unique identifiers used to segment Companies or Contacts into lists. You can use tags to group companies or... -
How to record an activity note
Activity Notes help you keep track of every interaction you’ve had with customers and prospects. In Legrand Cloud CRM, you... -
How to add custom fields
Standard data fields store basic information about your customers or prospects, such as a company name, contact name, phone number,... -
How to create a contact
Contacts are employees or individuals associated with a company who has a relationship with your business. There are multiple ways... -
How to edit a contact
Go to the ‘Contacts’ module, select a contact and click ‘Edit’ in the record. Make any changes as you need... -
How to merge duplicate companies or contacts
In Legrand Cloud CRM, you can merge duplicate companies or contacts into one record. Go to the Companies or Contacts... -
How do I store notes about a company or contact?
The ‘Notes’ section is a text field intended to capture quick reference information that might be helpful to have readily... -
How to send emails to contacts in Legrand Cloud CRM
Prerequisite: Before sending emails to your contacts, ensure you’ve configured the email settings in Legrand Cloud CRM. Click here to learn... -
How to create and use email templates
In Legrand Cloud CRM, you can create email templates to save time on repetitive emails. For example, you can use... -
How to add a calendar event
Calendar events are activities you schedule with your contacts, such as meetings, product demos, client visits or webinars. You can... -
How to import data from a CSV file into custom fields
Whether you used a previous system or spreadsheets, you can easily import customer data from a CSV file into Legrand... -
How to set contacts as inactive
If a contact leaves a company, you can set them as ‘Inactive’. Go to the ‘Contacts’ module to select the... -
How to delete a contact
We do not recommend deleting contact records as they store activities, tasks, appointments, opportunities, documents etc. If a contact left... -
How to create and add tags to contacts
Tags are unique identifiers used to segment Companies or Contacts into lists. For example, you can use tags to create... -
How to use the advanced search
Use the Advanced Search tool to perform more complex searches in the Companies, Contacts or Opportunities module. You can define...
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