Legrand CRM has a convenient item tracking process to track and manage items that have been sold by your company. Item tracking is an important aspect of sales management and customer service. The Assets module enables your sales or customer service team to resolve any issues regarding a specific product…
Go to the Lead Inbox module in Legrand CRM and select the spam email. Right-click and select ‘Ignore’ to move the email into the spam inbox. Use the drop-down filter and select ‘Ignored’. Select the spam email and click the ‘delete’ icon. You could also right-click the email and select…
The Lead Inbox collects emails from contact form submissions on your website and can retrieve emails sent to a general email address such as sales@yourcompany.com or info@yourcompany.com. The Lead Inbox has four sections: Header Menu: Where you can set up the Lead Inbox, download emails, filter emails by type and…
Go to the Lead Inbox module and click the ‘Download Email’ icon to retrieve emails. Legrand CRM automatically searches your database for an existing company/contact based on the information provided by the sender. Legrand CRM searches for a matching Company Name, Last Name and Email domain. Legrand CRM also populates…
Go to the Lead Inbox module in Legrand CRM and click the settings icon on the right. Enter the Mail Server, Port, Username, and Password. You can search online if you do not know your email provider’s Mail Server and Port. E.g. ‘Outlook Mail Server and port number’. The Username…
Legrand CRM excels at segmenting companies and contacts into various lists. You can assign companies or contacts into separate worklists to manage daily account management activities or assign contacts as targets for a campaign. Assigning companies to the company worklist Go to the Companies module. Right-click on a company from…
In Legrand CRM, you can create an advanced search query to find companies, contacts, or opportunities that match specific conditions. How to create a new search query Go to the Companies, Contact or Opportunities module and click on the search icon. Click the ‘Add New Query’ icon. Enter a name…
Standard data fields store basic information about your customers or prospects, such as a company name, contact name, phone number, email address etc. Legrand CRM provides additional fields you can use to create custom fields and capture relevant information. How to define custom fields Go to the administration settings and…
Go to the administration panel and click on Accounting > Edit Transfer Rules to define the transfer rules. Address Transfer and Mapping Rules Direction of address updates for Customers or Vendors/Suppliers Select ‘Get update from Sybiz SQL to Legrand CRM’ if you want Sybiz SQL to control Customers’ or Suppliers’ addresses and receive updates…
Go to the administration panel and click on Accounting > Edit Transfer Rules to define the transfer rules. Address Transfer and Mapping Rules Direction of address updates for Customers or Vendors/Suppliers Select ‘Get update from ABM to Legrand CRM’ if you want ABM to control Customers’ or Suppliers’ addresses and receive updates in Legrand…