In Legrand Cloud CRM, you can attach documents to an activity note, company record and contact record. Navigate to a company or contact record and click on the plus icon to record an activity note. Enter the activity note details and click ‘Attach file’ to attach a document. You can also attach…
The display name for the modules can be changed to suit your preferences. For instance, some companies prefer ‘sales pipeline’ to ‘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 configure your Legrand…
In Legrand Cloud CRM, you can easily export data into Excel. Before you export data, ensure you have the correct user permissions. Account owners and managers have full user permissions to export data. A user with a ‘Standard’ role requires a manager to edit the permissions in the user settings. …
In Legrand Cloud CRM, you can import existing company and contact information from an Excel spreadsheet into your Cloud CRM. Go to the administration panel in Legrand CRM and select ‘Import Data’. 1. File Upload Click ‘Choose File’ and upload your Excel file to Legrand Cloud CRM. Ensure that your Excel file…
We understand that every business has its own set of unique requirements. Our custom fields give you the flexibility to tailor Legrand Cloud CRM to your specific needs. Areas of Legrand Cloud CRM you can configure: Module Names You can change the default names of the Companies, Contacts, Opportunities, Calendar and…
A Sales Pipeline is a process that tracks sales opportunities as it progresses through different stages. Manage and track all sales opportunities at each sales stage using Legrand Cloud CRM. The Opportunities module enables you build a unique sales pipeline with defined sales stages. View opportunities by assigned manager and…
Click the plus (+) icon to record a company record in Legrand Cloud CRM. Enter company information such as the Company Name, Type, Industry, Phone, Website URL, Street Address, Mailing Address and Primary Contact. You can also link the record to an existing company or parent company. NOTE: Legrand Cloud…