Companies Module Overview Legrand Cloud CRM’s Companies module enables you to store information about each company you do business with. Using the Company...
How to create a company Creating a New Company Click on the plus icon to record a new Company record in Legrand Cloud CRM. Enter...
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’.
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 record an activity note Every time you interact with a Company or a Contact, you should create an Activity Note. Each Activity Note can be...
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....
Contacts Module Overview When you select an individual, you will notice that a contact profile is very similar to a company profile. The...
How to create new contacts 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 company or contacts If you have duplicate contacts, you can combine the two into one merged record. Go to the companies or contacts...
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...
Using the notes field The ‘Notes’ area is available in both ‘Companies’ and ‘Contacts’. Notes area is an open text field intended to capture...
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...