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How to record a Company


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 when you record a company.

Company Type

A Company ‘Type’ refers to the type of company or business relationship the company has with your business. For example, a company type can be a prospect, customer, supplier etc. In Legrand CRM, you can configure the ‘Type’ field to suit your business requirements.

Click on the settings icon to populate the ‘Type’ drop-down field.

Click ‘ADD’

Enter a name for the Company Type and click ‘SAVE’.

Updated on 29 August 2022

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