How to create an Advanced Search Query
In Legrand CRM, you can create an advanced search query to find opportunities that match specific conditions. Creating a new...
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Sales Management
Manage your sales with the configurable Sales Pipeline and efficient Quotes module.
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How to create and send a Quote
Accelerate your sales process with Legrand CRM’s Quotes module. When integrated with your accounting system, you can import product items... -
How to convert a Quote into a Sales Order
Our accounting integration enables you to generate a Sales Order in your accounting system from Legrand CRM. Prerequisites Before you... -
How to close an Opportunity
Close Opportunity Go to the Opportunities module and click on the Pipeline View. NOTE: You can close Opportunities in any...
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