Sales Management

A Sales Pipeline is a process that tracks sales opportunities as it progresses through different stages. Manage and track all...

Within an opportunity record, you can create tasks related to the opportunity. For example, you can create a follow-up task...

After you record opportunities you can either progress the record to the next sales stage or regress it to the...

To close an opportunity, go to the selected opportunity record and click on ‘Close Off’ in the list of actions.   In the...

View Opportunities by the assigned manager or sort by Volume and Value. Use the ‘Opportunity Pipeline’ drop-down filter to view...

Legrand Cloud CRM enables you to define each sales stage of the pipeline to suit your business processes. Simply click...

Legrand Cloud CRM enables you to record Opportunities in multiple ways. To record a new opportunity in the Opportunities module,...

Legrand Cloud CRM is highly configurable to suit your business needs. You can record additional information in the ‘Details‘ panel and configure...

In Legrand Cloud CRM, you can schedule calendar events with contacts related to a sales opportunity. For example, you can...

Activity notes store information about customer interactions such as meetings, phone calls and emails using activity notes. In Legrand CRM,...

You can use Legrand Cloud CRM to track your sales activity through the opportunity pipeline. The opportunity pipeline is a...