How to import Standalone Contacts
Standalone contacts are contacts that are not associated with a company. In Legrand CRM, you can import standalone contacts from...
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Companies and Contacts
Manage all customer data, activities, and communications in Legrand CRM.
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How to create contact lists using tags
Tags are unique identifiers used to segment companies and contacts into lists. For example, you can use tags to create... -
How to edit a company record
Click on the Companies module at the top header menu and enter the company name in the search field to... -
How to print a company record
Click on the Companies module at the top header menu and enter the company name in the search field to... -
Companies Module Overview
The Companies module helps you keep track of every company you do business with and the entire history of the...
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