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…
In this article, we will go through the basic terms and definitions to give you a better understanding of Legrand Cloud CRM. Legrand Cloud CRM Modules Let’s start with a basic understanding of the Legrand Cloud CRM Modules: The Snapshot provides a quick view of open opportunities, upcoming calendar events,…
Legrand Cloud CRM presents the modules at the top of the screen. When you first login, you get an instant view of the Snapshot module. Click on the tabs to navigate between each module. Legrand Cloud CRM Modules The Snapshot provides a quick view of open opportunities, upcoming calendar events,…