• 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 edit 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 update customers in QuickBooks Online from Legrand Cloud CRM

    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…

  • How to create customers in QuickBooks Online from Legrand Cloud CRM

    Go to the Companies or Contacts module and select the accounting contact for the account. The accounting contact is the person who receives the invoices. In the ‘Actions’ list, click ‘Create in QuickBooks’. Click ‘OK’ to confirm. A confirmation message should appear once it is complete. When you create a customer…

  • How to transfer emails to Legrand Cloud CRM

    Use the Legrand Outlook add-in to transfer emails to Legrand Cloud CRM. With our email transfer feature, you can keep track of conversations and share email correspondence you had with customers and prospects with your team. Transferring emails Select an email from your inbox and click the Legrand CRM Outlook…

  • How to create a new contact in Legrand Cloud CRM from Outlook

    In Outlook, select the email and click ‘Create New Contact’. Click on the plus icon to record the company. Enter the company information in the form below and click ‘Save’. Optional: Enter the contact’s secondary email, company position and phone numbers. Once you complete the form, select either save option: