Settings

How to set up users
Security management is key to ensuring the protection of your data. Within a company, roles are created for various job functions. The permissions to perfor...
Mon, 21 Mar, 2022 at 4:50 PM
How to configure screen layout & settings
You can adjust how your screen appears in Legrand Cloud CRM by adjusting the user settings . Legrand Cloud CRM has a configurable interface w...
Mon, 21 Mar, 2022 at 4:54 PM
How to configure Email SMTP settings
Legrand Cloud CRM enables you to send emails to your contacts directly from your CRM database. To enable email functionality within Legrand CRM, you wil...
Mon, 21 Mar, 2022 at 4:55 PM
How to populate drop-down lists
Throughout Legrand Cloud CRM, there are configurable drop-down lists which you can populate. You can define as many values as you need and can edit, delete ...
Mon, 21 Mar, 2022 at 4:59 PM
Manage Users and Permissions
Prior to setting up the users and permissions, a role and permissions matrix can be created to monitor who has access to certain functions. This will help i...
Mon, 4 Apr, 2022 at 3:39 PM