Support Home

Getting Started 6

• Legrand Cloud CRM Overview
• Legrand CRM Outlook add-in Overview
• Tailor Legrand Cloud CRM to your Business
• How to import data into Legrand Cloud CRM
• Navigating Legrand Cloud CRM

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Manage contacts and companies 14

• Companies Module Overview
• How to create and edit a company record
• How to add custom fields
• Merge Contacts or Companies
• Contacts Module Overview

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FAQ 24

• How to send emails to contacts
• How to add additional company and contact fields
• How to configure module names
• How to upload documents
• Can I restrict which functions people can use?

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Accounting Platform Integration 2

• Integration with QuickBooks Online
• Integration with Xero

Manage the Sales Pipeline 11

• Opportunities Module Overview
• How to create a task
• How to progress or regress Opportunity stages
• How to close and manage Opportunities
• How to use filters & advanced search

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Settings 5

• How to set up users
• How to configure screen layout & settings
• How to configure Email SMTP settings
• How to populate drop-down lists
• Manage Users and Permissions

Jobs 6

• Jobs Module Overview
• How to add a job
• How to add a job template
• How to set a job as recurring
• Employees & Contractors

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Email Integration 8

• Legrand CRM Outlook add-in Overview
• How to install the Legrand Outlook AddIn
• How to set up Conditional Formatting in Outlook
• How to set up Outlook Calendar Sync
• Gmail Integration

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Calendar Management 5

• Calendar Module Overview
• How to record a calendar event
• How to sync Calendar events to Outlook
• Navigating Calendar Views
• How to configure calendar settings

Reporting 2

• Reporting Module Overview
• Documents Module Overview