How to record a Contact Go to the Contacts module and click the (+) icon on the right. Type in the contact’s first name, last...
How to record a Contact’s relationship with a different Company? In Legrand CRM, you can record a contact’s association with other companies in your CRM to keep track and maintain...
How to use the Advanced Search In Legrand CRM, you can create an advanced search query to find companies, contacts, or opportunities that match specific conditions....
Using the Company or Contact Worklist Legrand CRM excels at segmenting companies and contacts into various lists. You can assign companies or contacts into separate worklists...
How to send emails to contacts from your CRM Legrand CRM is able to send emails to any package that supports Messaging Application Programming Interface (MAPI). Email systems that...