If a contact moves from one company to another, you can simply assign the existing contact to the new company in Legrand CRM. After you re-assign the contact to the new company, you can record activities with the contact that is related to the new company. The activity notes and…
Legrand CRM is able to send emails to any package that supports Messaging Application Programming Interface (MAPI). Email systems that support MAPI include Microsoft Outlook and Microsoft Outlook Express. Go to the administration panel to configure your email settings to send emails directly from Legrand CRM. Under ‘User Preferences’ click…
Legrand CRM enables you to configure the screen layout of each Module. You can display certain information that is relevant to your business and in the sequence you prefer. Users can configure the interface through the administration panel or using various icons on the screen for basic configuration. Throughout Legrand…
Legrand CRM enables you to change colors of the headers for the following modules: Companies, Contacts, Campaigns, Opportunities, Quotes, Issues and Assets. Assign a color to each module to easily differentiate the modules and various lists. To change the color of the list headers go to the administration panel in…
The modules in Legrand CRM located at the top of the screen can be renamed to be more relevant your business. For example, a company focusing on events could rename Legrand CRM’s Campaigns module to ‘Events’. To configure the Module Names & Terms, go to the administration panel in Legrand…
Legrand CRM’s integration with ABM Accounting enables you to import products or services listed in your ABM Accounting system into your CRM database. Go to the administration panel and click on ‘Accounting > Import Products’. The ‘Import Products’ window displays a list of all your products and services from your ABM…
Legrand CRM enables you to import your ABM Accounting Customers into your CRM database with ease. Go to the Administration panel and click on ‘Accounting > Import Customers’. The ‘Import Accounts’ window displays all the Customers and Suppliers recorded in your ABM Accounting system. Simply select the records you want to…
Legrand CRM’s shared calendar enables you to view tasks and scheduled appointments assigned to the selected User(s) or User Groups. Simply tick on the check boxes to view the calendar for the selected User or User Group. A User Group is a group of selected Users that may share the…
Legrand CRM enables you to configure the Calendar settings to suit your needs and preferences. To change the calendar settings click on the icon as shown in the demonstration. In the ‘Calendar Settings’ window, you can make changes to the following: General: Use the drop-down list to change the default calendar…
Legrand CRM provides the flexibility for you to record tasks and appointments/calendar events in multiple ways. To record a new task in the Calendar module simply switch to the Task View and click on the icon as shown. To schedule an appointment in the Calendar module switch to the Appointment…