Manage the Sales Pipeline

Opportunities Module Overview
A Sales Pipeline is a process that tracks sales opportunities as it progresses through different stages. Manage and track all sales opportunities at each sa...
Mon, 21 Mar, 2022 at 3:00 PM
How to create a task
Within an opportunity record, you can create tasks related to the opportunity. For example, you can create a follow-up task to gain additional informatio...
Mon, 21 Mar, 2022 at 3:16 PM
How to progress or regress Opportunity stages
After you record opportunities you can either progress the record to the next sales stage or regress it to the previous stage. To perform either action, sel...
Mon, 21 Mar, 2022 at 3:58 PM
How to close and manage Opportunities
To close an opportunity, go to the selected opportunity record and click on 'Close Off' in the list of actions.   In the Legrand CRM pop-...
Mon, 21 Mar, 2022 at 4:05 PM
How to use filters & advanced search
View Opportunities by the assigned manager or sort by Volume and Value. Use the 'Opportunity Pipeline' drop-down filter to view opportunities assi...
Mon, 4 Apr, 2022 at 3:30 PM
How to define sales stages
Legrand Cloud CRM enables you to define each sales stage of the pipeline to suit your business processes. Simply click on 'Define Stages' in the t...
Mon, 21 Mar, 2022 at 4:17 PM
How to record an Opportunity
Legrand Cloud CRM enables you to record Opportunities in multiple ways. To record a new opportunity in the Opportunities module, click on the icon in the...
Mon, 21 Mar, 2022 at 4:24 PM
How to configure Opportunity data fields & layout
Legrand Cloud CRM is highly configurable to suit your business needs. You can record additional information in the 'Details' panel and configur...
Mon, 21 Mar, 2022 at 4:46 PM
How to create a calendar event
In Legrand Cloud CRM, you can schedule calendar events with contacts related to a sales opportunity. For example, you can schedule a conference call, meetin...
Tue, 22 Mar, 2022 at 11:37 AM
How to record an activity note
Activity notes store information about customer interactions such as meetings, phone calls and emails using activity notes. In Legrand CRM, you can record a...
Mon, 4 Apr, 2022 at 3:08 PM