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How to export from Legrand Cloud CRM?

In Legrand Cloud CRM, the exporting feature is available in the Companies, Contacts, Opportunities and Jobs modules.

Perform a search using the appropriate parameters to obtain a list within the module you wish to export from (e.g. list of contacts for the contacts module/ list of opportunities for the opportunities module). Then click on the Export button to export the list to a .csv file.

Please note: If you are experiencing an issue whereby you cannot open this .csv file with Excel, please click here

Exporting from the Contacts module:

Exporting from the Companies module:

Exporting from the Opportunities module:

Exporting from the Jobs module: 

Updated on 2 November 2022
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