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Companies Module Overview

The Companies module helps you keep track of every company you do business with and the entire history of the customer relationship.

Main company information

A company record stores information such as the company name, address, phone numbers, company type, company contacts and related CRM activities. Use tags to sort companies into groups and manage your customers more effectively. You can also use additional company fields to store relevant company information and configure the screen layout to suit your preferences.

Additional information tabs

Drill down into the company record to view further details. Within the additional information tabs, you can add company contacts, store documents and view transactions and the entire history of CRM activities related to the company. For example, you can view activity notes, tasks, appointments, campaigns targeted toward the customer, service desk tickets, customer assets etc.

You can add company contacts directly from the company record and set a primary contact.

Using the quick access toolbar to record CRM activities

The toolbar located on the right provides a summary of recent CRM activities. You can record activity notes, tasks, calendar events, opportunities, quotes, service desk tickets and customer assets.

Click on each section to expand or collapse the toolbar and click the (+) icon to record a CRM activity. Click on the CRM activity to view the full details or edit any details. You can also view all CRM activities related to the company in the additional information tabs.

When linked to a supported accounting system, you can import existing customer records into Legrand CRM and view real-time data from your accounting system. You can view a sales summary, outstanding balance, and transactions for every customer in Legrand CRM.

Go to the additional information tabs below to view account transactions. You can filter by period and sort between transaction types. I.e. you can filter by sale transaction or sales order.

Updated on 29 August 2022
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