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 store more relevant information about your customers and prospects. You can add custom fields in the Companies, Contacts and Opportunities module. NOTE:…
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…
Prerequisite: To add tags to companies, you first need to create the tags. If you already have tags, click here to proceed to the next step. How to create a tag Go to the Companies module and select a Company. In the company record, click Add/Remove Tags. Click Add New Tag….
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…
Go to the ‘Companies’ module, select the company and click ‘Edit’. Make any changes as you need and click ‘Save’.
Go to the Opportunities module and click the plus (+) icon in the top right corner. Enter information about the opportunity and click ‘Save’. Summary: Enter a short description of the sales opportunity. Contact: Select the prospect or customer associated with the opportunity. Company: Legrand Cloud CRM automatically enters the company when…
Go to the Opportunities module and click ‘Define Stages’ in the top right corner. Edit or delete default stages Click the edit icon to change the default stage names. Alternatively, use the red icon to delete any stages. Add new stages Click ‘Add New Stage’. Enter a name for the stage and click…
Prerequisite: To add tags to your contacts, you first need to create the tags. If you already have tags, click here to proceed to the next step. How to create a tag Go to the Contacts module and select a Contact. In the contact record, click Add/Remove Tags. Note: Creating new tags…
Go to the Companies or Contacts module to select a record and click Add/Remove Tags. Note: Tags used in the Companies module are separate from tags in the Contacts module. Go to the Companies module to create a tag for a company record or the Contacts module to create and…