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How to create and edit a company record

Recording a company

Click on the plus icon to record a new Company record in Legrand Cloud CRM. 

In the ‘Create Company’ form, enter the company details such as Company Name, Type, Industry, Phone Numbers, Website URL, Addresses, Location and Contact Information. You can also link an existing company record or parent company to the new company record.

The drop-down fields are configurable to fit your business needs. Click on the green icon to populate the drop-down list. You can define as many values as you need. After you fill in the relevant fields, click SAVE’ to create the new company record. Alternatively, click Close’ to cancel and discard any changes. 

Note: Legrand CRM enables you to simultaneously add a primary contact when you record a new company record. However, company information and detailed contact information are stored in separate modules. 

Editing a company record

Navigate to the company record from the company list and click ‘Edit’.

In the ‘Edit Company’ window, make any changes to the company information and click Save’

Editing Company notes

Go to the ‘Company Notes’ tab and click on the icon shown to edit notes.

Edit activity notes, calendar events and tasks

Legrand CRM enables you to edit Activity Notes, Calendar Events or Tasks within a company record. Click on the CRM record via the quick access tabs or the notepad icons displayed at the bottom of the module.

Note: Legrand CRM enables you to simultaneously add a primary contact when you record a new company record. Once the company record is created, you cannot edit the company’s contact information within the company module. Navigate to the Contacts module to edit any contact information. 

Updated on 7 September 2022

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