How to re-assign and merge contacts
If a contact moves from one company to another, you can simply assign the existing contact to the new company...
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Companies and Contacts
Manage all customer data, activities, and communications in Legrand CRM.
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How to create an activity note
Activity Notes help you keep track of every interaction you’ve had with customers and prospects. In Legrand CRM, you can... -
How to Make Calls From Legrand CRM
Phone dialling from Legrand CRM works by leveraging the VOIP capabilities of the Windows PC on which it is installed;...
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