Cloud Support

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