Click on the Companies module at the top header menu and enter the company name in the search field to find the company record. Click on the ‘edit’ icon in the selected company record. Update any company information as required and click ‘SAVE’.
Tags are unique identifiers used to segment companies and contacts into lists. For example, you can use tags to create targeted mailing lists for marketing campaigns. How to create a tag Click on the Contacts module in the top header menu and select a contact record from the contact list….
Define the connection to MailChimp Click the icon in the top left corner to access the administration panel. Select Campaigns > Define E-Marketing Providers. Select ‘MailChimp’, enter a connection name, and click ‘SAVE PROVIDER SETTINGS’. NOTE: The ‘Connection Name’ is a generic name for the connection. Register MailChimp API Key…
Standalone contacts are contacts that are not associated with a company. In Legrand CRM, you can import standalone contacts from a CSV file into Legrand CRM. In Legrand CRM, click on the icon in the top left corner to access the administration panel. Select Data > Import > Standalone Contacts. Select…
You can import your existing Company and Contact records from a CSV file into Legrand CRM. Ensure the Excel file’s column headings match the format below. How to Import Companies Once you have the Excel file ready, go into Legrand CRM and click on the icon in the top left…
Legrand CRM’s drop-down fields are configurable to suit your business requirements. There are standard drop-down fields and additional drop-down fields you can configure to store any relevant information. When you create or edit a CRM record, you can populate the drop-down field’s list values. You can add as many values…
In Legrand CRM, you can add additional company fields to store any relevant information about a company. You can add text fields, drop-down lists, checkboxes, date fields, number fields, and percentage fields. Click here to find out how to add company fields. Once you add the company fields, click on…
Tags are unique identifiers used to segment companies into lists. For example, you can create a tag to group companies based on demographic location, priority or lead source. How to create a tag Click on the Companies module in the top header menu and select a company record from the…
In Legrand CRM, you can use additional data fields to store relevant information about a Company. You can add data fields in the main section of a Company record or within the information tabs below. Add data field Select the Companies module in the top header menu and navigate to…
A Company refers to a customer, prospect, or partner interested in your products or services. Navigate to the Companies module and click on the icon on the right to record a new company. Enter the company’s information in the form and click ‘SAVE’. You can also record a primary contact…