Legrand CRM Knowledge Base

Help Topics

• Getting Started

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

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

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

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

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

  Manage your Dashboard, Reports and Documents.
• Email Integration

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

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

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

  Troubleshooting common problems and answers to frequently asked questions.
• Managing Lists

  How to create, edit and manage lists using tags.
• Templates

  Learn how to create and manage email, document, reporting, and Word mail merge templates.