• 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…

  • How to edit a Contact

    Go to the ‘Contacts’ module, select a contact and click ‘Edit’ in the record. Make any changes as you need and click ‘Save’.

  • How to Create New Contacts

    Contacts are employees or individuals associated with a company who has a relationship with your business. There are multiple ways to create new contacts in Legrand Cloud CRM. 1. Creating Contacts from the Contacts Module Go to the ‘Contacts’ module and click on the plus icon on the right. Enter…

  • How to Add Custom Data Fields

    In Legrand Cloud CRM, you can add custom data fields to the Companies and Contacts module to store additional information. NOTE: Custom fields for companies and contacts are separate. I.e. You can only use custom fields created in the Contacts module for contact information and those defined in the Companies…

  • 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…

  • How to edit a Company

    Go to the ‘Companies’ module, select the company and click ‘Edit’. Make any changes as you need and click ‘Save’.

  • Legrand Cloud CRM Terms & Definitions

    In this article, we will go through the basic terms and definitions to give you a better understanding of Legrand Cloud CRM. Legrand Cloud CRM Modules Let’s start with a basic understanding of the Legrand Cloud CRM Modules: The Snapshot provides a quick view of open opportunities, upcoming calendar events,…