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.
FAQ
Troubleshooting common problems and answers to frequently asked questions.
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.
Managing Lists
How to create, edit and manage lists using tags.
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.
Templates
Learn how to create and manage email, document, reporting, and Word mail merge templates.