NOTE: Legrand CRM requires QuickBooks to be running on your desktop computer. In addition, to create a customer account in QuickBooks, the company record in Legrand CRM needs to have a primary contact. Go to the Companies module to select a company record and click the ‘Accounting’ tab. In the…
Import Sales Transactions Go to the administration settings and click Accounting > Import Sales Transactions. Select the first option to import transactions since the specified date or select the second option to import transactions for a specific date range. Click ‘NEXT’ to confirm and exit once the import is complete. View QuickBooks…
You can import product and service definitions from QuickBooks into Legrand CRM to create quotes and generate sales orders. Import Products & Services Go to the administration settings and select Accounting > Import Products to import product and services definitions from QuickBooks into Legrand CRM. Import Product Updates Go to the administration…
ABM Accounting Summary Go to the Companies module and select a company. Users with permission should be able to access the ‘Accounting’ tab. The accounting summary shows the customer’s account code, accounting ID, account type, groups, sales statistics, receivables and notes from ABM Accounting. Enable Live Access If you have ‘Live Access’ enabled, Legrand…
MYOB AccountRight Accounting Summary Go to the Companies module and select a company. Users with permission should be able to access the ‘Accounting’ tab. The accounting summary shows the customer’s account code, accounting ID, account type, groups, sales statistics, receivables and notes from MYOB AccountRight. Enable Live Access If you have ‘Live Access’ enabled,…
Go to the Companies module to select a company record and click the ‘Accounting’ tab. In the accounting panel, select the drop-down menu and click ‘Create new Customer account in MYOB AccountRight’. After creating the customer in MYOB AccountRight, you can see the customer’s Accounting ID, Sales, Receivables and Accounting Notes…
Go to the administration settings and select Accounting > Import Accounts. Use the filter to show Customers or Suppliers. Click the checkbox to select or deselect records and click ‘NEXT’. You can also click the checkbox to import QuickBooks ‘Jobs’. NOTE: Customers and Suppliers are separate. You will need to import Customers and then repeat…
Go to the Companies module to select a company record and click the ‘Accounting’ tab. In the accounting panel, select the drop-down menu and click ‘Create new Customer account in ABM’.
The purpose of a marketing campaign is to generate interest in a company’s products or services. Use the Campaigns module to track your target audience’s response, follow up on leads and keep customers engaged. NOTE: The information in the ‘SUMMARY’ and ‘TARGETS & LEADS’ tabs will vary between a Legrand…
In the Campaigns module, you can create a ‘Legrand CRM Campaign’ or download an ‘E-marketing Campaign from MailChimp or Constant Contact’. This article will cover how to manage Legrand CRM Campaigns. Create a Legrand CRM Campaign Go to the Campaigns module and click the ‘Add New Campaign’ icon. Select ‘Legrand CRM…