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Support : Cloud Support

How can we help you today? Enter your search term here. Legrand Cloud CRM Manual. Navigating Legrand Cloud CRM. Tailor Legrand Cloud CRM to your Business. Import your records from CSV. Manage contacts and companies 13. Advanced Searching within the Contacts Module. Creating an Activity Note. See all 13 articles. Accounting Platform Integration 2. Integration with QuickBooks Online. Manage the Sales Pipeline 11. Tracking your sales activity. Add a Calendar Event. See all 11 articles. Add a Job Template.

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How can we help you today? Enter your search term here. Legrand Cloud CRM Manual. Navigating Legrand Cloud CRM. Tailor Legrand Cloud CRM to your Business. Import your records from CSV. Manage contacts and companies 13. Advanced Searching within the Contacts Module. Creating an Activity Note. See all 13 articles. Accounting Platform Integration 2. Integration with QuickBooks Online. Manage the Sales Pipeline 11. Tracking your sales activity. Add a Calendar Event. See all 11 articles. Add a Job Template.
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Support : Cloud Support | help.legrandcloudcrm.com Reviews

https://help.legrandcloudcrm.com

How can we help you today? Enter your search term here. Legrand Cloud CRM Manual. Navigating Legrand Cloud CRM. Tailor Legrand Cloud CRM to your Business. Import your records from CSV. Manage contacts and companies 13. Advanced Searching within the Contacts Module. Creating an Activity Note. See all 13 articles. Accounting Platform Integration 2. Integration with QuickBooks Online. Manage the Sales Pipeline 11. Tracking your sales activity. Add a Calendar Event. See all 11 articles. Add a Job Template.

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help.legrandcloudcrm.com help.legrandcloudcrm.com
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Add an Opportunity : Cloud Support

http://help.legrandcloudcrm.com/support/solutions/articles/3000044723-add-an-opportunity

How can we help you today? Enter your search term here. Legrand Cloud CRM Manual. Manage the Sales Pipeline. Modified on: Wed, 13 Jan, 2016 at 2:59 PM. Is a potential sale or revenue generating event which should have a budget and a time frame. The opportunity works its’ way through a series of stages prior to becoming a successful deal. To view your current opportunities. Select to add a new opportunity. On the add opportunity page, the contact details have been populated from the search page. If you ha...

2

Custom Fields Overview : Cloud Support

http://help.legrandcloudcrm.com/support/solutions/articles/3000054010-custom-fields-overview

How can we help you today? Enter your search term here. Legrand Cloud CRM Manual. Manage contacts and companies. Modified on: Wed, 14 Dec, 2016 at 12:31 PM. Custom Fields are additional fields you can add to your contact or company screens to capture information specific to your requirements. These fields can be used in reporting and can be used as the search criteria when conducting an advanced search. Legrand CRM stores Company and Contact custom fields separately. To create a Custom Field:. Each custo...

3

Creating an Activity Note : Cloud Support

http://help.legrandcloudcrm.com/support/solutions/articles/3000060990-creating-an-activity-note

How can we help you today? Enter your search term here. Legrand Cloud CRM Manual. Manage contacts and companies. Creating an Activity Note. Modified on: Wed, 14 Dec, 2016 at 1:24 PM. 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 generate useful reporting to understand what type of activities your staff is completing. To quickly add an activity note, click on ‘ ’. Did you find it helpful? We’ll also a...

4

Legrand Cloud CRM Manual : Cloud Support

http://help.legrandcloudcrm.com/support/solutions/50292

How can we help you today? Enter your search term here. Legrand Cloud CRM Manual. Navigating Legrand Cloud CRM. Tailor Legrand Cloud CRM to your Business. Import your records from CSV. Manage contacts and companies 13. Advanced Searching within the Contacts Module. Creating an Activity Note. See all 13 articles. Accounting Platform Integration 2. Integration with QuickBooks Online. Manage the Sales Pipeline 11. Tracking your sales activity. Add a Calendar Event. See all 11 articles. Add a Job Template.

5

Getting Started : Cloud Support

http://help.legrandcloudcrm.com/support/solutions/folders/81723

How can we help you today? Enter your search term here. Legrand Cloud CRM Manual. Default solution folder, feel free to edit or delete it. Legrand Cloud CRM captures all your business information in one place. You can follow the communication history with your customers, check their . Thu, 1 Dec, 2016 at 10:41 AM. Navigating Legrand Cloud CRM. Legrand Cloud CRM opens with the Snapshot page. Snapshot provides an overview of your recent activities, this type of summary page is sometimes referr. We’ll also ...

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Support : Cloud Support

How can we help you today? Enter your search term here. Legrand Cloud CRM Manual. Navigating Legrand Cloud CRM. Tailor Legrand Cloud CRM to your Business. Import your records from CSV. Manage contacts and companies 13. Advanced Searching within the Contacts Module. Creating an Activity Note. See all 13 articles. Accounting Platform Integration 2. Integration with QuickBooks Online. Manage the Sales Pipeline 11. Tracking your sales activity. Add a Calendar Event. See all 11 articles. Add a Job Template.

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