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…
Go to the Opportunities module and select an opportunity record. In the opportunity record, scroll down and click Show Detail… to expand the section. If there are no custom fields, select Click here as shown below. If you already have custom fields, click Edit Layout/Add fields. In the configuration screen,…
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…
Prerequisite: Before sending emails to your contacts, ensure you’ve configured the email settings in Legrand Cloud CRM. Click here to learn how to configure your email in Legrand Cloud CRM. Sending emails to contacts In the Contacts module, select a contact and click ‘Email’. Select an email template or compose your…
The ‘Notes’ section is a text field intended to capture quick reference information that might be helpful to have readily available when interacting with a company or contact. For example, Company Notes may include a high-level summary of the customer’s products or services. Contact Notes could store information such as…
In Legrand Cloud CRM, you can merge duplicate companies or contacts into one record. Go to the Companies or Contacts module and select the duplicate record. Click ‘Edit’ to change the company or contact name. This will make it easy to distinguish the duplicate from the original. Adjust the company…