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…
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…
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…
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…
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:
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…
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…
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…
Using job templates is efficient when you have recurring jobs with the same tasks. To create a job template, go to the Jobs module. In the Jobs module, click the arrow next to ‘ADD’ and select ‘Add New Job Template’. How to define a job type Click on the green icon to define…
A ‘Job’ refers to a service or hours you provide for your clients. A job can consist of several tasks and can be assigned to different team members. For example, the following job can be divided into three tasks: Server backup check: The Jobs module screen displays jobs in a List View or a Week View. Click…