Before you delete the duplicate tag, we recommend you rename one of the tags to distinguish them and ensure no records are in the list. 1. Rename the duplicate tag Select a company or contact (preferably without a tag) and click ‘Add/Remove Tags’. NOTE: Tags in the Companies module are…
We do not recommend deleting contact records as they store activities, tasks, appointments, opportunities, documents etc. If a contact left a company, we recommend setting them as ‘Inactive’. Click here to find out how to set contacts as ‘Inactive’. If you have duplicate contacts, you can merge the two records….
If a contact leaves a company, you can set them as ‘Inactive’. Go to the ‘Contacts’ module to select the contact and click ‘Edit’. Click on the ‘Inactive’ checkbox and save. If you go back to the main contacts screen, you can find a list of all inactive contacts.
Go to the Companies or Contacts module where you created the tag. Select a record that does not have a tag and click Add/Remove Tags. Note: You can not edit tags already added to a record. If you want to edit a tag that is in use, first remove it…
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…
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…
If you are the account Owner or Manager in Legrand Cloud CRM, click on the settings icon next to your user name and select ‘Account Info & Billing’. In the ‘Account Info’ tab select ‘Edit’. Edit your company name, phone number or address details as required and click ‘Update’.
Click on the settings icon next to your user name and select ‘Account Info & Billing’. Select ‘Billing Detail’ and click ‘Enter credit card’. Enter your card information in the form below, tick the ‘I’m not a robot’ checkbox and then click ‘Submit’.
Go to the ‘QuickBooks’ module. Select ‘Search & Import Vendors’. Enter the vendor’s company name in the search field. Select one or more vendors from the results list and click ‘Import’.
The following instructions demonstrate how to edit a customer’s company and contact information in Legrand Cloud CRM and sync updates to QuickBooks Online. How to edit company information Go to the Companies module and select a company record. In the company record, click ‘Edit’ to modify the information. Update the…