Getting Started

Legrand Cloud CRM presents the modules at the top of the screen. When you first login, you get an instant...

In this article, we will go through the basic terms and definitions to give you a better understanding of Legrand...

We understand that every business has its own set of unique requirements. Our custom fields give you the flexibility to...

In Legrand Cloud CRM, you can import existing company and contact information from an Excel spreadsheet into your Cloud CRM....

In Legrand Cloud CRM, you can easily export data into Excel.  Before you export data, ensure you have the correct...

The Legrand CRM Outlook Add-in is a key productivity tool that provides a live connection between Outlook Desktop and your...

The Cloud CRM system usually detects the correct time zone from your machine’s settings and the browser you use to...

Whether you used a previous system or spreadsheets, you can easily import customer data from a CSV file into Legrand...

With Quick Create, you can efficiently record an Activity Note, Calendar Event, Task, or Opportunity from the main menu bar....

Click the ‘Quick Create’ icon in the main menu. Select ‘Create Quick Note’. Enter a title for the activity note...

Click the ‘Quick Create’ icon in the main menu. Select ‘Create Calendar Event’. Enter a title for the calendar event Enter...

Click the ‘Quick Create’ icon in the main menu. Select ‘Create Task’. Enter a title for the task Enter a...

Click the ‘Quick Create’ icon in the main menu. Select ‘Create Opportunity’. Enter information about the opportunity in the following...