Navigating Legrand Cloud CRM When you first log into Legrand Cloud CRM, you will see the Snapshot module. The Snapshot module provides an overview...
How to merge duplicate company or contact records If you find duplicate contacts you can combine the two, into one merged record. 1. Select the contact you wish...
Advanced Searching within the Companies and Contacts Module The Contacts module screen shows an overview of your contacts – from here you can perform basic searches but if...
