Manage contacts and companies

Companies Module Overview
In the ‘Companies Module’ you will first encounter a graphical dashboard view which provides a quick summary and helpful statistics regarding the companies ...
Wed, 14 Dec, 2016 at 12:33 PM
Contacts Module Overview
When you select an individual, you will notice that a contact profile is very similar to a company profile. The standard fields store contact information su...
Wed, 14 Dec, 2016 at 12:48 PM
Custom Fields Overview
Custom Fields are additional fields you can add to your contact or company screens to capture information specific to your requirements. These fi...
Wed, 14 Dec, 2016 at 12:31 PM
Advanced Searching within the Contacts Module
The Contacts module screen shows an overview of your contacts Here you can add a contact using the  +, or search on various fields ...
Wed, 14 Dec, 2016 at 12:23 PM
Creating an Activity Note
Every time you interact with a Company or a Contact, you should create an Activity Note.  Each Activity Note can be categorized by an activity ‘Type’ to...
Wed, 14 Dec, 2016 at 1:24 PM
Tag/Keyword Overview
A tag, also referred to as a keyword, is a label given to a contact or company, in order to group them together for fast retrieval. Typical exampl...
Wed, 14 Dec, 2016 at 2:35 PM
Using the Notes Field
The ‘Notes’ area is available in both ‘Companies’ and ‘Contacts’. Notes area is an open text field intended to capture quick reference information that ...
Wed, 14 Dec, 2016 at 2:24 PM
Add, edit, delete a contact
In Legrand Cloud CRM Contacts are the people you do business with who can be linked to a company within Legrand Cloud CRM. Within Legrand Online there are a...
Mon, 21 Aug, 2017 at 11:51 AM
Merge Contacts or Companies
If you find duplicate contacts you can combine the two, into one merged record. 1. Select the contact you wish to merge (this cont...
Mon, 21 Dec, 2015 at 12:08 PM
Creating email templates
Email templates can be easily created within  Legrand Cloud CRM. Please note that these templates are not designed to be used for email marketing or a c...
Wed, 14 Dec, 2016 at 2:10 PM