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…
Click the settings icon next to your name and select ‘Account Info & Billing’. NOTE: Access to account info & billing is subject to user role permissions. Navigate to the ‘Login & Security’ tab and click ‘Disable’. When you click disable, it will turn off two-factor authentication for every user….
Prerequisite: The account owner must enable two-factor authentication for all users in the Account Info & Billing settings. Click here to find out more. The two-factor authentication (2FA) setup process requires you to scan a QR code or enter a setup key in your authenticator app on your mobile phone….
Prerequisite: The account owner must enable two-factor authentication for all users in the Account Info & Billing settings. Click here to find out more. The two-factor authentication (2FA) setup process requires you to scan a QR code or enter a setup key in the authenticator app on your mobile phone….
Two-factor authentication (2FA) provides an additional layer of security when you sign into Legrand Cloud CRM. The process requires two forms of verification, one factor being your email and password, and the second, a one-time security number generated by an authentication app on your mobile phone. You can download the…
Click on the settings icon next to your user name and select ‘Account Info & Billing’. NOTE: Access to ‘Account Info & Billing’ is subject to permissions. Only the account owner or manager can view the payment history. Select ‘Payment History’ and click ‘Download Invoice’ to download any invoices.