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…
Select the campaign from the active campaigns list. Select the ellipsis icon on the right and then ‘Close Campaign’. Click ‘Yes’ to confirm. Once you close a campaign, you can view it in the closed campaigns list.
Define the connection to Constant Contact Click the icon in the top left corner to access the administration panel. Select Campaigns > Define E-Marketing Providers. Select ‘ConstantContact’, enter a connection name, and click ‘SAVE PROVIDER SETTINGS’. NOTE: The ‘Connection Name’ is a generic name for the connection. Enter Constant Contact account login details…