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…
Legrand CRM enables you to track and manage all Activity Notes, Calendar Events and Tasks to use for reporting. Use the filters and search tool to find specific records. You can filter by date, account manager, activity tag, type, tags or enter a search. Once you select a Calendar Event, you…
Employees and Contractors (aka Consultants, 1099 Contractors, 1099 Vendors) are people who you can track and assign work to, without giving them a CRM login account. Contractors A Contractor is someone who already exists in your CRM database as a contact record. Any existing contact in your CRM database can be assigned…
If you have a job that occurs regularly, Legrand CRM enables you to set the Job as ‘recurring’. You only need to set up a recurring job once which will save you time and increase work productivity. Recurring jobs can only be set when you create a new job. In…
Throughout Legrand Cloud CRM, there are configurable drop-down lists which you can populate. You can define as many values as you need and can edit, delete or set them as Inactive. To add values to the drop-down lists, click on the green icon on the right. In the Legrand pop-up,…
You can configure Legrand Cloud CRM to suit your business requirements and user preferences. In the Snapshot module, click and drag the panels to change the order and click the arrows to expand or hide information. In the Companies or Contacts module, you can display columns that are relevant to…
To close an opportunity, go to the selected opportunity record and click on ‘Close Off’ in the list of actions. In the Legrand CRM pop-up, select an opportunity outcome. The outcomes include: Won, No Sale or Lost. After you have selected an outcome, enter the outcome reason in the text field below….
After you record opportunities you can either progress the record to the next sales stage or regress it to the previous stage. To perform either action, select the opportunity record that you would like to change. Then click on ‘Progress Stage’ or ‘Regress Stage’ to move the opportunity Go to the next topic ‘How to…
Within an opportunity record, you can create tasks related to the opportunity. For example, you can create a follow-up task to gain additional information from the prospect and further qualify the lead. Enter the task details into the form and click ‘Save’. You can set a due date, define the…
Contacts are typically associated with a company. However, you can record individual contacts who are not part of a company in Legrand Cloud CRM. Navigate to the Contacts module and click on the icon to create a contact record. Enter the contact’s details in the form and leave the company…