• How to Import Data from a CSV file into Custom Fields

    Whether you used a previous system or spreadsheets, you can easily import customer data from a CSV file into Legrand Cloud CRM. When you import data, you can map the column headings in your CSV file to Legrand Cloud CRM’s company and contact fields. This article covers importing data from…

  • How to Change Timezone and Calendar Settings

    The Cloud CRM system usually detects the correct time zone from your machine’s settings and the browser you use to access it. However, if the time zone is incorrect, you can manually change it in the settings menu. Click on the settings icon next to your user name and select…

  • How to Suspend or Reactive Users

    If you are the account owner or manager, click on the settings icon and select ‘Users’ to suspend or reactive user accounts. How to Suspend User Accounts Under the list of ‘People with CRM login’, identify the user account. Go to the ‘Action’ column and click ‘Suspend’. The user will…

  • How to Create and Add Tags to a Company

    Tags are unique identifiers used to segment Companies or Contacts into lists. You can use tags to group companies or contacts based on common characteristics. For example, you can create a tag to group companies based on their location, product interest or priority. Once you tag a company, you can…

  • Managing Users, Roles and Permissions

    A ‘User Role’ contains permissions that allow your team members to access data and perform certain functions in Legrand Cloud CRM. The User Roles in Legrand Cloud CRM include: Owner: The Owner sets up the account, has full access to CRM data and can perform all functions. Read-Only: Users can…

  • How to Invite New Users

    If you are an account owner or manager, click on the settings icon and select ‘Users’ to invite new users. In the user management screen, click ‘Invite a User’. Enter the team member’s First Name, Last Name and Email. The email you enter will be the same email used to log into…

  • Integration with Xero

    Our accounting integration with Xero provides your team with greater accessibility to account information such as the customer’s purchase history in one place. In Legrand Cloud CRM, you can perform the following functions: Import Xero Customers into Legrand Cloud CRM Import Xero Suppliers (Selected) into Legrand Cloud CRM Import Customer’s…