Configuration

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

Throughout Legrand Cloud CRM, there are configurable drop-down lists which you can populate. You can define as many values as...

Go to the Opportunities module and select an opportunity record. In the opportunity record, scroll down and click Show Detail…...

You can configure Legrand Cloud CRM to suit your business requirements and user preferences. In the Snapshot module, click and...

Throughout Legrand Cloud CRM, there are configurable drop-down lists which you can populate. You can define as many values as...

Click the settings icon next to your username and select ‘Email Signatures’. Click ‘Add New Signature’. Enter a name for...

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