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...
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 Segment Companies with Tags Tags are unique identifiers used to segment companies into groups. You can use tags to group companies based on common...
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 & Contacts You can import your existing Company and Contact records from a CSV file into Legrand CRM. Ensure the Excel file’s...