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…