Microsoft no longer supports basic authentication and has switched to the OAuth 2.0 protocol (modern authentication) to improve data security. In our latest update, we’ve introduced the ability to authenticate with a mail server using OAuth 2.0, allowing Office 365 users to send emails to contacts in Legrand Cloud CRM….
Go to the Companies module and click the More Options section. Click the List by Keywords drop-down and select a tag. Legrand Cloud CRM instantly displays all the companies in that list.
Option 1: Go to the Contacts module and select a tag from the list of Keywords. Once selected, Legrand Cloud CRM instantly displays all the contacts in that list. Option 2: In the Contacts module, click More Options. Click the List by Keywords drop-down and select a tag. Legrand Cloud CRM instantly…
Use the menu to navigate to the module where you created the custom field. Select any record and scroll down to the details section. Click Show Detail… to show the custom fields. Select Edit Layout/Add fields. Click on the edit icon next to the custom field. Enter a new name…
We are all familiar as users of Microsoft Office with the Outlook mail client application, which has been around for many years and runs locally on your PC. However, as you may be aware, Microsoft is in the process of introducing a replacement for this application, which they refer to…
Yes. In Legrand Cloud CRM, you can edit user role permissions to control access to information. Click the settings icon next to your user name and select ‘Users’. Locate the user and click ‘Manage’. Please note that the ability to change user role permissions is restricted to users with the ‘Manager’ or…
To reactivate a user account, click the settings icon next to your user name and select ‘Users’. In the list of CRM users, locate the suspended user account and click ‘Reactivate’.
If an employee leaves your company, we highly recommend suspending their user account in Legrand Cloud CRM instead of deleting it. This way, you can retain all the former employee’s interactions with customers and prospects. To suspend a user account, click the settings icon next to your user name and…
Click the settings icon next to your username and select ‘Email Signatures’. Click ‘Add New Signature’. Enter a name for your email signature. Enter your signature in the text box and use the formatting icons to change the text style. Optional: To add an image or logo, drag and drop…
Click the ‘Quick Create’ icon in the main menu. Select ‘Create Opportunity’. Enter information about the opportunity in the following fields: Click ‘Show Detail…’ to enter additional information in custom fields. Click ‘Save’ once you finish.