How to record a Company’s street or mailing address When you record a new Company, you can store information such as the company’s street address and mailing address. Navigate to the Companies module and click on the icon located on the right. Enter the company’s address details in the fields…

Navigate to the Companies, Contacts or Opportunities module. Click on the ‘Details’ panel to expand the section and select ‘Edit Layout/Add fields’. Click on the edit icon next to the data field you wish to edit. Enter the new name and click ‘Save’.

Legrand Cloud CRM has three user roles that have specific user permissions. The user roles include Read Only, Standard User and Manager. A manager can change a user’s role or change the permissions for a ‘Standard’ user role.  Click on the settings icon and select ‘Users’ to manage user roles and permissions. …

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…

How to add additional fields in the Contacts module Legrand Cloud CRM is highly configurable to suit your business needs. You can record additional information in the ‘Details’ panel and configure the layout. Select ‘Click here’ to define as many data fields as you need within the ‘Details’ panel.  In the new screen, use the drop-down…