Prerequisite: Download and install the Legrand CRM Outlook add-in from our site here. Define a connection to Legrand Cloud CRM Open Microsoft Outlook and select the ‘Legrand CRM’ tab on the right. Click ‘Connect’. Click ‘Select’ on the sign-in screen. Select ‘Legrand Cloud CRM/Private Server’ as the connection type and click ‘Add New’. Select…
Click here to download the Legrand CRM Outlook add-in. You can find different versions of the Legrand CRM Outlook add-in on our website. Scroll down and click on the download link. The link will direct you to our Dropbox. In Dropbox, click ‘Download’ and open the file. Click ‘Next’ in…
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…
When you select an opportunity record, you can add custom fields in the ‘Details’ section to store additional information and configure the screen layout to suit your preferences. Go to the Opportunities module and select any record. Navigate to the ‘Details’ section and select ‘Click here’. In the configuration screen, use the…
Calendar events are activities you schedule with your contacts, such as meetings, product demos, client visits or webinars. You can add events to your calendar from the calendar module or within a company, contact or opportunity record. From the calendar module Go to the Calendar module and click ‘ADD’. From…
Activity Notes help you keep track of every interaction you’ve had with customers and prospects. Activity Notes usually relate to sales opportunities. For example, you record an activity note when you discuss the pricing with a prospect. In the Opportunities module, use the search bar to find the opportunity and…
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…
In Legrand Cloud CRM, you can create email templates to save time on repetitive emails. For example, you can use templates to send order confirmations, thank-you emails and renewal reminders. Creating Email Templates Go to the Contacts module and click the ‘More Options…’ section. In the advanced options, click on ‘Edit…