Prerequisite: Download and install the Legrand CRM Outlook add-in from our site here.
Define a connection to Legrand Cloud CRM
Open Microsoft Outlook and select the ‘Legrand CRM’ tab on the right.
Click ‘Select’ on the sign-in screen.
Select ‘Legrand Cloud CRM/Private Server’ as the connection type and click ‘Add New’.
Select ‘Legrand Cloud CRM’ as the connection type and enter the following details:
- Connection Name: Any name such as your company name.
- Account Number: The 5-digit number for your Legrand Cloud CRM account. You can find the account number next to your user name when you log into Legrand Cloud CRM.
- Login Email: The email you use to log in to your Legrand Cloud CRM account.
Select saved connection
Select the saved connection from the list.
Sign in using your Legrand Cloud CRM credentials
Enter the same email and password as your Legrand Cloud CRM log in.