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...
How to segment Contacts with Tags Tags are unique identifiers used to segment companies and contacts. Tags you create and assign to contacts are separate from...
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...