Legrand CRM Knowledge Base
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Troubleshooting common problems and answers to frequently asked questions.
How to create, edit and manage lists using tags.
Learn how to create and manage email, document, reporting, and Word mail merge templates.
Get live access to sales, receivables, and accounting notes and generate sales orders in your accounting system from Legrand CRM.
Control user permissions & roles, security, data storage and more.
Track items sold to customers such as equipment, memberships or other items with a serial number and part number.
Manage daily tasks and get a shared view of your team member's scheduled activities using the group calendar.
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.
How to configure data fields, populate drop-down fields, and edit the screen layout.
How to install, set up and use the Legrand CRM Outlook add-in.
How to install Legrand CRM, activate a licence, migrate a database, import contacts and more.
How to set up the Lead Inbox and record new leads.
Manage your Dashboard, Reports and Documents.
Manage your sales with the configurable Sales Pipeline and efficient Quotes module.
Create tickets, collaborate with your team and quickly respond to customer queries.