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…
Navigate to the Reporting module and select Calendar Events. Specify a search criteria e.g. a date range and click Search. Once Legrand Cloud CRM generates the list of calendar events, click Print.
No, emails sent from within Legrand Cloud CRM are recorded as Activity Notes and do not show up in your email’s Sent folder.
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…
Legrand Cloud CRM has three user roles that have specific user permissions. The user roles include Read Only, Standard User and Manager. A manager can change a user’s role or change the permissions for a Standard user role. Click the settings icon on the top right of your screen. Select Users to…