FAQ

How to send emails to contacts
Legrand Cloud CRM enables you to send emails to your contacts from your CRM database. Before you send emails to your contacts, you need to specify the SM...
Mon, 21 Mar, 2022 at 5:25 PM
How to add additional company and contact fields
How to add additional fields in the Contacts module: Legrand Cloud CRM is highly configurable to suit your business needs. You can record additional...
Mon, 21 Mar, 2022 at 5:27 PM
How to configure module names
The Modules (tabs) across the top of the page can be changed to meet your unique business requirements. For instance, some companies prefer 'sales pipe...
Mon, 4 Apr, 2022 at 11:36 AM
How to upload documents
In Legrand Cloud CRM, you can attach documents to an activity note, company record and contact record.  Navigate to a company or contact record and click o...
Tue, 29 Mar, 2022 at 1:23 PM
Can I restrict which functions people can use?
Legrand Cloud CRM has three user roles that have specific user permissions. The user roles include Read Only, Standard User and Manager. A manager can chang...
Tue, 29 Mar, 2022 at 1:22 PM
Can I restrict who can view accounting information in Legrand Cloud CRM?
Yes. In Legrand Cloud CRM, you can edit the user role permissions to control what information users can access. Click on the settings icon and select...
Mon, 4 Apr, 2022 at 9:45 AM
How to create email templates
Email templates are an efficient way to manage repetitive emails. In Legrand Cloud CRM, you can create and save email templates for future use. For ex...
Mon, 4 Apr, 2022 at 10:17 AM
How to edit a custom field caption
Navigate to the Companies, Contacts or Opportunities module. Click on the ‘Details’ panel to expand the section and select ‘Edit Layout/Add fields’. C...
Mon, 4 Apr, 2022 at 11:05 AM
How to record a Company or Contact's address
How to record a Company’s street or mailing address When you record a new Company, you can store information such as the company’s street address and maili...
Mon, 4 Apr, 2022 at 2:21 PM
Is the Legrand Cloud CRM Gmail extension compatible with Mac OS
Yes. The Gmail extension is compatible with Google Chrome and does not depend on the operating system. Click here to find out more information on how...
Tue, 5 Apr, 2022 at 9:28 AM