Our accounting integration enables you to generate a Sales Order in your accounting system from Legrand CRM. Prerequisites Before you convert a Legrand CRM Quote into a Sales Order, ensure that: The Company in Legrand CRM exists as a Customer in your accounting system The accounting link between Legrand CRM…

Accelerate your sales process with Legrand CRM’s Quotes module. When integrated with your accounting system, you can import product items and create quotes in Legrand CRM. The quotes tool provides real-time stock availability and shows the price history of all products. If prices have changed, you can easily update the…

In Legrand CRM, you can create an advanced search query to find opportunities that match specific conditions. Creating a new Search Query Click on the icon shown to create a new search query. Enter a name for the search query and tick the checkbox to share the search query with…

Sales forecasting is the process of estimating a company’s future sales revenue for a specific period. In Legrand CRM, you can assign a probability to each sales stage or estimate opportunity probability to help forecast sales and drive better sales decisions. Stage Probability Stage probability is a percentage likelihood of…

When you record an opportunity, you can store additional information in the three sections below. You can add data fields with a specific control type and change the caption to make it relevant to your business. The control types include number, dropdown, link, date, text, percentage and checkbox. Add data…

Recording an Opportunity Go to the Opportunities module and click the icon on the right. NOTE: The default name for ‘Pipelines’ is the ‘Opportunities’ module. You can configure the module names in the administration settings. Use the drop-down bar to select a sales process/pipeline and enter the opportunity details in…

A sales pipeline keeps track of opportunities as they progress through different stages of the sales process. You can create multiple pipelines and configure the sales stages to suit your requirements. For example, you can create a pipeline for different product categories or leads that require a different process. The…

A Sales Pipeline is a visual representation of your sales process. The stages in a sales pipeline show where your prospects are in the sales process and what your sales representatives need to do to close the opportunity. NOTE: The default module name for ‘Sales Pipeline’ is ‘Opportunities’. You can…