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LegrandCRM CORP Manual
Introduction – Companies Module
How to identify the date a Company record was created and modified within Legrand CRM
Company Interaction details
Further Company details
See all 12 articles
How to merge two contacts
How do I send an e-mail to single contacts within Legrand CRM?
How do I export / update my Legrand CRM contacts to Outlook?
Can Campaigns be created using Companies, not contacts?
How do I assign companies to a campaign list?
How do I change the "Status" list in the Campaigns module Targets/Respondants
Linking Calendar Events, Activity Notes or Tasks To Opportunities
Managing Stages in Opportunities
Opportunity Processes - Defining Sales Processes and Stages
How can I set up a meeting for every week, or every month or every year?
Can I use Web Capture to update information on a current company or contact
Error regarding insufficient permissions when accessing the accounting link.
Legrand CRM Linking Existing Account in Legrand CRM and ABM Together
Can companies that already exist in both Legrand and QuickBooks be linked together?
Can I control which of my QuickBooks contacts are imported into Legrand CRM?
How do I do customer quotes and can I convert them to order forms and then import into quickbooks?
See all 7 articles
Redefining Module Names And Colours
Enabling Web Edition
Legrand Outlook AddIn
How to download and install the Legrand Outlook AddIn
How to set up your Legrand Outlook AddIn
Legrand Outlook AddIn Overview
Conditional Formatting in Outlook
Legrand E-Marketing Sync
How to download and install the Legrand E-Marketing Sync tool
Setting up a connection with Constant Contact
Setting up a connection with MailChimp
Transferring mailing lists from Legrand CRM to Constant Contact
Transferring mailing lists from Legrand CRM to MailChimp
Accessing Your Company Licence Usage Information
Servicing your Legrand CRM SQL database for v6.5
CSV import tips
How to import data into Legrand CRM
Setting up SMS Integration
Changing your print template logo
C0000005 exception error
How to transfer a licence?
Screen goes all white or all yellow when opening Activity note in Legrand CRM
Legrand CORP CRM Display Issue (Text Size)
Unable to export on Windows 10
See all 12 articles
Releasing a Locked License File
Replacing a damaged Legrand CRM license file
Excel Reporting for Legrand CRM
Enabling v6.5 Web Edition