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,...
- Home
- Configuration
Configuration
How to configure the screen layout, module names, custom fields, set up email signatures and more.
-
-
How to populate drop-down lists
Throughout Legrand Cloud CRM, there are configurable drop-down lists which you can populate. You can define as many values as... -
How to add custom opportunity fields
When you select an opportunity record, you can add custom fields in the ‘Details’ section to store additional information and configure... -
How to configure screen layout & settings
You can configure Legrand Cloud CRM to suit your business requirements and user preferences. In the Snapshot module, click and... -
How to populate drop-down lists
Throughout Legrand Cloud CRM, there are configurable drop-down lists which you can populate. You can define as many values as... -
How to create an email signature
Click the settings icon next to your username and select ‘Email Signatures’. Click ‘Add New Signature’. Enter a name for...
Need Support?
Can't find the answer you're looking for? Don't worry we're here to help!
CONTACT SUPPORT