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Account Info & Billing
Update your Legrand Cloud CRM account information, enter billing details and view payment history.
How to create, edit and manage lists using tags.
How to invite users, disable users and manage user permissions.
How to connect Legrand Cloud CRM with QuickBooks Online or Xero and sync data.
Explore calendar and task management features to help you stay on top of your workload.
Companies and Contacts
Keep track of companies, contacts, and communications with Legrand Cloud CRM.
How to configure the screen layout, module names, custom fields, set up email signatures and more.
Get access to key CRM features within your email inbox with the Legrand CRM Outlook add-in.
Troubleshooting common problems and answers to frequently asked questions.
Everything you need to know to get started with Legrand Cloud CRM.
How to use the Jobs module to manage jobs and projects for your clients.
Keep track of business activities using the Reporting module.
Set up a sales pipeline with custom stages to qualify and manage leads.