How to import QuickBooks Online vendors into Legrand Cloud CRM
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’.
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How to update customers in QuickBooks Online from Legrand Cloud CRM
- Kathy Nguyen
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…
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How to create customers in QuickBooks Online from Legrand Cloud CRM
- Kathy Nguyen
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…
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How to link a CRM Contact to a QuickBooks Online Customer
- Kathy Nguyen
Go to the Contacts module to select a contact and click Link in QuickBooks. Enter the QuickBooks customer ID number and click OK. The customer ID number is the value after ‘nameId=’ in the URL address bar when you open the customer record in QuickBooks Online. Locating the QuickBooks Customer…
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How to transfer emails to Legrand Cloud CRM
- 3 May 2022
- Kathy Nguyen
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…
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How to link an email address to an existing contact using the Outlook Add-in
- Kathy Nguyen
If a customer sends you an email from an unknown address, you can record the new email address in Legrand Cloud CRM using the Outlook add-in. Note: If the contact already has a primary email address in your CRM, the Outlook add-in will record the new email address as the…
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How to create a new contact in Legrand Cloud CRM from Outlook
- Kathy Nguyen
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:
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How to set up the Legrand CRM Outlook Add-in
- Kathy Nguyen
Prerequisite: Download and install the Legrand CRM Outlook add-in from our site here. Note: Legrand CRM will no longer develop and update the Legrand CRM Outlook Add-in for desktop Outlook as the new Outlook for Windows does not support COM add-ins. However, Legrand CRM will release a new version of the Outlook…
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How to install the Legrand CRM Outlook Add-in
- Kathy Nguyen
Click here to download the Legrand CRM Outlook add-in. Scroll down and click on the download link. The link will direct you to our Dropbox. In Dropbox, click Download and open the file. Note: Legrand CRM will no longer develop and update the Legrand CRM Outlook Add-in for desktop Outlook as…
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How to add a job
- 26 April 2022
- Kathy Nguyen
In the Jobs module, click ‘ADD’ in the top-left corner. Click the link to select a client. Enter the company or contact’s name in the search and click ‘Select’. Enter the job details and click ‘Save’. NOTE: Legrand Cloud CRM automatically populates the fields if you select a predefined job template. Click…