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.
Click the ‘Quick Create’ icon in the main menu. Select ‘Create Task’. Enter a title for the task Enter a summary of the task in the title. Enter task information Enter information about the task in the following fields: Additional Information (optional) Enter additional information about the task in the…
Click the ‘Quick Create’ icon in the main menu. Select ‘Create Calendar Event’. Enter a title for the calendar event Enter a summary of the calendar event in the title. Enter calendar event information Recurring calendar event (optional) You can turn regular appointments into recurring calendar events. Tick the checkbox to…
Click the ‘Quick Create’ icon in the main menu. Select ‘Create Quick Note’. Enter a title for the activity note Enter a summary of the activity in the title. Enter information about the activity note Enter information about the activity in the ‘Info…’ section. More Info Click to expand the…
With Quick Create, you can efficiently record an Activity Note, Calendar Event, Task, or Opportunity from the main menu bar. Click on the blue icon to create a CRM activity. Select a CRM activity. Enter information about the activity and click ‘Save’. For detailed instructions, please refer to the following…
Use the Advanced Search tool to perform more complex searches in the Companies, Contacts or Opportunities module. You can define multiple search conditions and save your searches. You can also export your search results to Excel for data analysis and reporting. Go to the Companies, Contacts or Opportunities module to…