A ‘Job’ refers to a service or hours you provide for your clients. A job can consist of several tasks and can be assigned to different team members. For example, the following…

Using job templates is efficient when you have recurring jobs with the same tasks. To create a job template, go to the Jobs module. In the Jobs module, click the…

In the Jobs module, click ‘ADD’ in the top-left corner. Click the link to select a client. Enter the company or contact’s name in the search and click ‘Select’. Enter the job…

If you have a job that occurs regularly, Legrand CRM enables you to set the Job as ‘recurring’. You only need to set up a recurring job once which will…

Employees and Contractors (aka Consultants, 1099 Contractors, 1099 Vendors) are people who you can track and assign work to, without giving them a CRM login account.  Contractors A Contractor is someone who…