Companies and Contacts

Legrand Cloud CRM’s Companies module enables you to store information about each company you do business with. Using the Company...

Creating a New Company Click on the plus icon to record a new Company record in Legrand Cloud CRM.  Enter...

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

A Tag is a label given to a contact or company, in order to group them together for fast retrieval. Typical examples...

Tags are unique identifiers used to segment Companies or Contacts into lists. You can use tags to group companies or...

Every time you interact with a Company or a Contact, you should create an Activity Note. Each Activity Note can be...

In Legrand Cloud CRM, you can add custom data fields to the Companies and Contacts module to store additional information....

When you select an individual, you will notice that a contact profile is very similar to a company profile. The...

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...

If you have duplicate contacts, you can combine the two into one merged record. Go to the companies or contacts...

The Contacts module screen shows an overview of your contacts – from here you can perform basic searches but  if...

The ‘Notes’ area is available in both ‘Companies’ and ‘Contacts’. Notes area is an open text field intended to capture...

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...