How to Invite New Users
If you are an account owner or manager, click the settings icon and select Users to invite new users. In the...
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FAQ
Troubleshooting common problems and answers to frequently asked questions.
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How to Store Notes About a Company or Contact?
The Notes section is a text field intended to capture quick reference information that might be helpful to have readily... -
How to Send Emails to Contacts in Legrand Cloud CRM
Prerequisite: Before sending emails to your contacts, ensure you’ve configured the email settings in Legrand Cloud CRM. Click here to learn... -
How to Edit Module Names
The display name for the modules can be changed to suit your preferences. For instance, businesses may prefer to display... -
How to upload documents
In Legrand Cloud CRM, you can attach documents to an activity note, company record and contact record. Navigate to a... -
How to Control What Users Can Access?
Legrand Cloud CRM has three user roles that have specific user permissions. The user roles include Read Only, Standard User... -
How to record a company or contact’s address
How to record a Company’s street or mailing address When you record a new Company, you can store information such... -
How to fix the problem with opening files exported from Legrand Cloud CRM
If you experience an issue where you can not open a file exported from Legrand Cloud CRM, it is most... -
Is there a limit to how many emails can be bulk sent?
Yes. In Legrand Cloud CRM, you can email up to 100 contacts at once, given that your provider can handle... -
Are Emails Sent Within Legrand Cloud CRM Stored in The Sent Folder of Gmail or Outlook?
No, emails sent from within Legrand Cloud CRM are recorded as Activity Notes and do not show up in your... -
Can I extend my timeout setting?
No. It is a requirement of our accounting partners, QuickBooks and XERO, to allow no more than 30 minutes of... -
How to Print a List of Calendar Events?
Navigate to the Reporting module and select Calendar Events. Specify a search criteria e.g. a date range and click Search. Once Legrand... -
How to export from Legrand Cloud CRM?
In Legrand Cloud CRM, the exporting feature is available in the Companies, Contacts, Opportunities and Jobs modules. Perform a search... -
How to define different types of calendar events
When you create a Calendar Event, the ‘Type’ field is configurable to suit your requirements. For example, a calendar event type could... -
Is there a limit of tags I can create?
No. Although at some point too many Tags become inefficient to use and manage. -
Can I record an individual contact not associated with a company?
Contacts are typically associated with a company. However, you can record individual contacts who are not part of a company... -
The impact of the New Outlook on Legrand CRM Outlook Add-in
We are all familiar as users of Microsoft Office with the Outlook mail client application, which has been around for...
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