Opportunities Module Overview A Sales Pipeline is a process that tracks sales opportunities as it progresses through different stages. Manage and track all...
How to create a task Within an opportunity record, you can create tasks related to the opportunity. For example, you can create a follow-up task...
How to progress or regress opportunity stages After you record opportunities you can either progress the record to the next sales stage or regress it to the...
How to close and manage opportunities To close an opportunity, go to the selected opportunity record and click on ‘Close Off’ in the list of actions. In the...
How to use filters & advanced search View Opportunities by the assigned manager or sort by Volume and Value. Use the ‘Opportunity Pipeline’ drop-down filter to view...
How to define sales stages Legrand Cloud CRM enables you to define each sales stage of the pipeline to suit your business processes. Simply click...
How to record an opportunity Legrand Cloud CRM enables you to record Opportunities in multiple ways. To record a new opportunity in the Opportunities module,...
How to configure Opportunity data fields & layout Legrand Cloud CRM is highly configurable to suit your business needs. You can record additional information in the ‘Details‘ panel and configure...
How to create a calendar event In Legrand Cloud CRM, you can schedule calendar events with contacts related to a sales opportunity. For example, you can...
How to record an activity note Activity notes store information about customer interactions such as meetings, phone calls and emails using activity notes. In Legrand CRM,...
Tracking your sales activity You can use Legrand Cloud CRM to track your sales activity through the opportunity pipeline. The opportunity pipeline is a...