The display name for the modules can be changed to suit your preferences. For instance, businesses may prefer to display Sales Pipeline instead of Opportunities. A non-profit might prefer to use Donors instead of Contacts. Many prefer Customers to Contacts. Whatever language is specific to your company, it is easy to…
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 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 entered will be the same email used to log into Legrand Cloud…
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….