Legrand CRM Knowledge Base

Legrand CRM Knowledge Base

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Help Topics

  • Accounting Integrations

    Get live access to sales, receivables, and accounting notes and generate sales orders in your accounting system from Legrand CRM.
  • Administration

    Control user permissions & roles, security, data storage and more.
  • Asset Tracking

    Track items sold to customers such as equipment, memberships or other items with a serial number and part number.
  • Calendar Management

    Manage daily tasks and get a shared view of your team member's scheduled activities using the group calendar.
  • Campaign Management

    Track e-marketing campaigns or run a Legrand CRM Campaign. Generate leads, add leads to your pipeline and convert them into sales.
  • Companies and Contacts

    Manage all customer data, activities, and communications in Legrand CRM.
  • Configuration

    How to configure data fields, populate drop-down fields, and edit the screen layout.
  • Email Integration

    How to install, set up and use the Legrand CRM Outlook add-in.
  • Getting Started

    How to install Legrand CRM, activate a licence, migrate a database, import contacts and more.
  • Lead Inbox

    How to set up the Lead Inbox and record new leads.
  • Reporting

    Manage your Dashboard, Reports and Documents.
  • Sales Management

    Manage your sales with the configurable Sales Pipeline and efficient Quotes module.
  • Service Desk

    Create tickets, collaborate with your team and quickly respond to customer queries.

Popular Articles

  • MailChimp & Constant Contact Integration Overview
  • Campaigns Module Overview
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  • How to retrieve a financial summary for an MYOB EXO Customer in Legrand CRM
  • Legrand Outlook Add-In Overview
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