You can record calendar events in any of the calendar screen views. To record a calendar event, click ‘ADD’ in the top left corner. Enter the calendar event details in the ‘Create Calendar Event’ form and click ‘Save’. Record information such as the time and date of the event and include a summary. In…
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…
The Legrand CRM Google Chrome extension for Gmail is a great productivity tool! It provides a CRM panel inside Gmail which enables you to transfer emails, view recent contact history, add activity notes and create new opportunities all within your Gmail inbox. How to download and setup the Legrand CRM extension:…
The Legrand CRM Outlook Add-In can be automatically disabled if you are inactive. To re-enable your Legrand Outlook Add-In, open your Outlook account and click on the File Menu and select ‘Options’. In the new window, click on ‘Add-Ins’ in the left menu. The information on the right displays a list of all Active, Inactive…
The Legrand Outlook Add-In enables you to transfer important emails and store them as Activity Notes in Legrand CRM. You can transfer a single email or multiple emails to your CRM database. The Legrand Outlook Add-In offers three transfer options. Transfer Selected including attachments: Transfer a single selected email or multiple…
Legrand CRM enables you to manage your contacts effectively all from within your Outlook account. If you view an email that does not exist in your Legrand CRM database, you are presented with three options: Create New Contact Add email address to existing Contact Attach email to existing Contact Create…
Set Up Legrand Outlook Add-In for Legrand Cloud CRM: After you install the Legrand Outlook Add-In, go to your Outlook Account to set it up. On the right hand side of your Outlook screen, click on the Legrand CRM tab then click ‘Connect’. Click ‘Select’ in the ‘Sign in’ screen to define a new…
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…
Conditional Formatting enables you to change the font and colour for emails that have been transferred into Legrand Cloud CRM. Conditional Formatting enables you to easily scan through your Outlook inbox to identify which emails have been transferred. In the example, you can visually identify that the top email was…
To install the Legrand Outlook Add-In, click here. On this website, you can find different versions of the Outlook Add-In and details on the new updates we have made. Scroll down on this page and click on the link for the Outlook Add-In version you would like to download. The link…