How to record a Company
A Company refers to a customer, prospect, or partner interested in your products or services. Navigate to the Companies module...
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Companies and Contacts
Manage all customer data, activities, and communications in Legrand CRM.
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How to add additional company fields
In Legrand CRM, you can use additional data fields to store relevant information about a Company. You can add data... -
How to create company lists using tags
Tags are unique identifiers used to segment companies into lists. For example, you can create a tag to group companies... -
How to record information in additional company fields
In Legrand CRM, you can add additional company fields to store any relevant information about a company. You can add... -
How to import Companies and Contacts
You can import your existing Company and Contact records from a CSV file into Legrand CRM. Ensure the Excel file’s...
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