How to populate drop-down fields Legrand CRM’s drop-down fields are configurable to suit your business requirements. There are standard drop-down fields and additional drop-down fields...
How to add custom fields Standard data fields store basic information about your customers or prospects, such as a company name, contact name, phone number,...
How to edit the module names & terms The modules in Legrand CRM located at the top of the screen can be renamed to be more relevant your...
How to change the module colors Legrand CRM enables you to change colors of the headers for the following modules: Companies, Contacts, Campaigns, Opportunities, Quotes, Issues...
How to configure the screen layout Legrand CRM enables you to configure the screen layout of each Module. You can display certain information that is relevant...