Manage contacts and companies

Companies Module Overview
Legrand Cloud CRM's Companies module enables you to store information about each company you do business with. Using the Company List and Legrand CRM&#...
Tue, 5 Apr, 2022 at 12:13 PM
How to create and edit a company record
Recording a company Click on the plus icon to record a new Company record in Legrand Cloud CRM.  In the 'Create Company' form, ent...
Mon, 21 Mar, 2022 at 11:18 AM
How to add custom fields
Custom Fields are additional fields you can add to your contact or company screens to capture information specific to your requirements. These fiel...
Mon, 28 Mar, 2022 at 10:03 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 contact will be de...
Tue, 8 Mar, 2022 at 11:09 AM
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...
Mon, 28 Feb, 2022 at 2:18 PM
Advanced Searching within Companies and Contacts Module
The Contacts module screen shows an overview of your contacts - from here you can perform basic searches but  if you wish to search on more than one paramet...
Mon, 28 Feb, 2022 at 2:24 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...
Mon, 28 Feb, 2022 at 2:25 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, 28 Feb, 2022 at 2:28 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
Sort 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. Using Tags A ...
Mon, 4 Apr, 2022 at 2:50 PM