Companies Module Overview
Legrand Cloud CRM’s Companies module enables you to store information about each company you do business with. Using the Company...
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Companies and Contacts
Keep track of companies, contacts, and communications with Legrand Cloud CRM
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How to Add Custom Data Fields
In Legrand Cloud CRM, you can add custom data fields to the Companies and Contacts module to store additional information.... -
How to create and edit a company record
Recording a company Click on the plus icon to record a new Company record in Legrand Cloud CRM. In the... -
How to merge duplicate company or contact records
If you find duplicate contacts you can combine the two, into one merged record. 1. Select the contact you wish... -
Contacts Module Overview
When you select an individual, you will notice that a contact profile is very similar to a company profile. The... -
Advanced Searching within the Companies and Contacts Module
The Contacts module screen shows an overview of your contacts – from here you can perform basic searches but if... -
Creating an Activity Note
Every time you interact with a Company or a Contact, you should create an Activity Note. Each Activity Note can... -
Add, edit, delete a contact
In Legrand Cloud CRM Contacts are the people you do business with who can be linked to a company within... -
Custom Fields and Tags in depth
Legrand Cloud CRM gives you great flexibility for classifying, grouping and segmenting your Companies and Contacts into multiple lists. There... -
Using the Notes Field
The ‘Notes’ area is available in both ‘Companies’ and ‘Contacts’. Notes area is an open text field intended to capture... -
Tag Overview
A Tag is a label given to a contact or company, in order to group them together for fast retrieval. Typical examples... -
How to Create and Add Tags to a Company
Tags are unique identifiers used to segment Companies or Contacts into lists. You can use tags to group companies or... -
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...
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