Legrand Support

View Questions by Category

There are no sub categories

System Options

There were 4 questions found in this category:

Customer Service - Ticket Numbering
In Legrand CRM you can define the numbering system that you wish to use for customer service records. The numbering system can be decided upon within menu path [Administration \ System Administration \ System Options \ Ticket Numbering]. Customer service ticket numbers can be 10 digits long but ...
Opportunity Numbering
In Legrand CRM you can define the numbering system that you wish to use for opportunities. The numbering system can be decided upon within menu path [Administration \ System Administration \ System Options \ OppRef Number]. Opportunity reference numbers can be 10 digits long but limited to only ...
Opportunity Processes - Defining Sales Processes and Stages
You can define different sales processes and stages to be used during those sales processes of your products via the Opportunity Processes found within System Administration. It is common for different products to have different sales processes, for example high value products will probably req ...
Redefining Module Names And Colours
Legrand CRM flexible approach allows the module name and colour to be redefined to suit the business needs. The module names and colours can be redefined via menu path [Administration \ System Administration \ System Options \ Module & Colours] Some examples of how customers rename the modules ...