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…
Go to the ‘Contacts’ module, select a contact and click ‘Edit’ in the record. Make any changes as you need and click ‘Save’.
Contacts are employees or individuals associated with a company who has a relationship with your business. There are multiple ways to create new contacts in Legrand Cloud CRM. 1. Creating Contacts from the Contacts Module Go to the ‘Contacts’ module and click on the plus icon on the right. Enter…
Standard data fields store basic information about your customers or prospects, such as a company name, contact name, phone number, email address etc. Custom fields allow you to tailor Legrand Cloud CRM to fit your business and store more relevant information. NOTE: Custom fields for companies, contacts and opportunities are…
If you are an account owner or manager, click the settings icon and select ‘Users’ to invite new users. In the user management screen, click ‘Invite a User’. Enter the team member’s First Name, Last Name and Email. The email you enter will be the same email used to log into Legrand…
Activity Notes help you keep track of every interaction you’ve had with customers and prospects. In Legrand Cloud CRM, you can define types of activities such as phone calls, emails or meetings. Defining activity types makes reporting quick and easy. For instance, you can see the number of phone calls…
Tags are unique identifiers used to segment Companies or Contacts into lists. You can use tags to group companies or contacts based on common characteristics. For example, you can create a tag to group companies based on their location, product interest or priority. Once you tag a company, you can…
A ‘User Role’ contains permissions that allow your team members to access data and perform certain functions in Legrand Cloud CRM. The User Roles in Legrand Cloud CRM include: Click on the settings icon and select ‘Users’ to manage user roles and set permissions. Under ‘People with CRM login’, you…