Once you sync data into Legrand Cloud CRM, you can view sales transactions for every customer and open detailed invoices. Select the company or contact record and expand the ‘Xero’ tab to view transactions. Click ‘Get Latest Transactions’ to retrieve the latest sales transactions and select the search icon on the right to view details.
How to view Xero transactions for a selected Contact in Legrand Cloud CRM
Updated on 2 November 2022