Companies Module

The Companies Module is where the details of any businesses and organisations that you deal with are accessed.These include customers, prospects & partners.

Introduction – Companies Module
Legrand CRM Companies module is where you will find a complete 360 degree view of activity of the companies that you have in your database. You...
Wed, 3 Feb, 2016 at 4:14 PM
Company Header
    The first feature to bring to your attention is that any field label in blue text and underlined can invoke an action. For example  ...
Thu, 28 Jan, 2016 at 3:17 PM
How to identify the date a Company record was created and modified within Legrand CRM
When a company is added to Legrand CRM or modified within Legrand CRM the system will record the date the record was created and who the creator was and als...
Wed, 11 Nov, 2015 at 3:14 PM
Company Interaction details
All company interaction can be found in this section as you can see we can see all the following;  Calendar Events – These are all ...
Wed, 3 Feb, 2016 at 3:25 PM
Further Company details
Second Section displays Further Company Information.       To suit the needs of your business this second section is completely custo...
Tue, 2 Feb, 2016 at 12:24 PM
How do I set the primary contact at a company?
In the Companies module, select the contact you wish to make the primary contact. Right mouse click (on the contact) and select ‘make primary contact’.  ...
Wed, 11 Nov, 2015 at 3:48 PM
Custom fields and Tabs in Companies Module
Legrand CRM allows you to create Custom tabs with Custom Fields in the Companies, Contacts, Opportunities and Issues. To make the changes outlined in this s...
Thu, 28 Jan, 2016 at 11:41 AM
Useful Quick Searches in the Companies Module
Most fields within Legrand CRM allow you to invoke a quick search by placing the mouse over the field and then perform a right click.   A QuickSearch i...
Tue, 13 Dec, 2016 at 12:55 PM
Quick Re-assignment of Companies to a New Account Manager
If you need to re assign accounts to a new account manager this can be done by using either a quick search on the account manager field or alter...
Wed, 11 Nov, 2015 at 2:50 PM
How to identify the date a Company record was created and modified within Legrand CRM
When a company is added to Legrand CRM or modified within Legrand CRM the system will record the date the record was created and who the creator was and...
Wed, 11 Nov, 2015 at 2:35 PM