Manage contacts and companies

Organizing your contacts into multiple lists using tags
If you wish to organize your contacts or companies Legrand Cloud CRM gives you the ability of grouping them into multiple lists. Usi...
Tue, 12 Jan, 2016 at 4:00 PM
Add, edit, delete companies
A company is an entity that a person or a contact works for. A company can have many contacts. Add a company Click on Companies ...
Wed, 9 Dec, 2015 at 2:48 PM
How do I add activity notes to a company?
Activity notes are actually added to contacts but are shown in both Company view and Contact view. When you are adding an Activity Note you are recordi...
Tue, 12 Jan, 2016 at 4:09 PM
Adding an Individual Contact not associated with a Company
Typically Legrand CRM is used as a  company centric CRM with each individual contact affiliated with a company.    In some instances you may have an indiv...
Tue, 19 Sep, 2017 at 1:14 PM