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Knowledge base
Legrand Cloud CRM Manual
Getting Started
4
Overview
Navigating Legrand Cloud CRM
Import your records from CSV
Exporting to excel
Manage contacts and companies
14
Companies Module Overview
Contacts Module Overview
Custom Fields Overview
Advanced Searching within Companies and Contacts Module
Creating an Activity Note
See all 14 articles
FAQ
23
How to Customize Your Module Names
How to send emails from Legrand
Can I add additional fields to my contacts and companies?
How to create email templates
Can I extend my timeout setting?
See all 23 articles
Accounting Platform Integration
2
Integration with QuickBooks Online
Integration with Xero
Manage the Sales Pipeline
9
Tracking your sales activity
Opportunity Module
Add a task
Add a Calendar Event
Add an activity
See all 9 articles
Settings
4
Set Up Users
Manage Users and Permissions
Adjusting the screen size, display and horizontal scroll bar
How to set up email SMTP settings
Jobs
5
Jobs Module Overview
Add a Job
Add a Job Template
Add a 'Recurring Job'
Users vs Employees & 1099 Contractors
Email Integration
8
Legrand Outlook AddIn Overview
How to download and install the Legrand Outlook AddIn
Gmail Integration
How to set up the Legrand Outlook AddIn
Setting up Conditional Formatting in Outlook
See all 8 articles