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...
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Configuration
How to configure data fields, populate drop-down fields, and edit the screen layout.
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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...
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