Once you specify the sync settings, click ‘Sync Now’ on the left sidebar menu. The sync function imports customers from QuickBooks Online and their transactions into Legrand Cloud CRM. Depending on the number of requests in the queue, your sync request may take between 3 to 10 minutes. You can continue…
A ‘QuickBooks’ module is available in the menu once you successfully connect Legrand Cloud CRM with QuickBooks Online. Go to the QuickBooks module and click ‘Sync Settings’ on the left sidebar. The direction of data transfers, update display name field, sync frequency and suppliers. The default settings for contact updates are from…
Click the settings icon and select Accounting Link. NOTE: The QuickBooks Online Integration is only available for users on the Standard and Premium plan. Click here to find out more about our Legrand Cloud CRM plans. Click on the ‘Accounting Application’ drop-down and select QuickBooks Online. Click Save and select Connect to QuickBooks. Legrand Cloud…
Click on the settings icon and select ‘Accounting Link’. Click the ‘Accounting Application’ drop-down and select ‘Xero’. Click ‘Save’ then select ‘Connect to XERO’. Legrand Cloud CRM will direct you to a new tab prompting you for your Xero Login Details. Enter your Xero account login details to sign in and verify the connection. Click ‘Allow…
The Legrand Cloud CRM Calendar has multiple screen views to help you manage upcoming calendar events and tasks. Use the icons on the top right to switch between the calendar views. View calendar events due in the next few days, weeks, or months. You can also click on your team members’ names…
The Legrand CRM Outlook add-in is a key tool for maximum productivity. Our Outlook integration enables you to sync calendar events between your CRM and Outlook calendar. Click here to download and install the Legrand CRM Outlook add-in. After you install the Outlook add-in, go to your settings and select ‘Calendar Settings’. You can…
The Calendar module provides a shared view of your team member’s calendar. You can record calendar events, assign tasks to team members and view your team member’s scheduled activities. Legrand Cloud CRM also integrates with Microsoft Outlook, which enables you to sync appointments between your CRM and Outlook account. Legrand…
Legrand CRM enables you to import your Outlook Calendar appointments into your Legrand Cloud CRM Calendar. Alternatively, you can also export your Legrand CRM appointments back into your Outlook Calendar. Legrand’s Calendar offers features to help you effectively track and manage your team’s priorities. Therefore, we recommend you to schedule…
The Legrand CRM Outlook Add-in is a key productivity tool that provides a live connection between Outlook Desktop and your CRM database. Use the Outlook add-in to transfer emails to your CRM, view contact history and record CRM activities from within Outlook. Note: Legrand CRM will no longer develop and update…
Documents can be attached to either Company or Contact records within Legrand Cloud CRM. The Documents module provides a list view of all the documents stored within your Cloud CRM. Use the search bar to find documents by Company name or Contact name. In the results, you can open the documents directly…