Using LeGrand

Purposes

1. LeGrand will be used as the repository for all the activity report of a Loans lead the moment interest is
identified
2. Legrand will utilized as the tool for follow up and appointments set thereby reducing potential misses
3. Medium term, long tem follow up of interest can also be tracked here relatively easier
4. The system will also allow transfer back and forth of a lead currently being chased with relative ease with the
use of tasks, appointments
5. Use of the features will also allow the tracking if any of the leads are being accidentally dropped
6. All in all this should be an upgrade from our current usage of excel sheets and whatsapp etc
How to Use: Logging In

1. Log in to Legrand using your own log in

2. Here is the link: https://online.legrandcrm.com
3. Please use your own credentials so that you can
actually see all the tasks, appointments etc that
you are expected to work on for the day
How to Use: Logged in Dashboard

1. This is the dashboard page and should allow you to see a snap shot of what is assigned and generally in store for
you
2. From here you can check also the status of the leads you are handling and its stages
How to Use: Opportunities (Stages)

1. Initial Inquiry – this is when they said yes and nothing more (this is most of the time with the texting team but you will have
visibility to this should there be time to actively pick up leads to close
2. Confirmed Prospect- Follow up – is the stage when we switch from Text to Call or email as the communication method of
choice for the lead.
3. Document Follow Up – this is generally the stage when we seek bank statements and credit scores
4. Online Application – stage when we are asking the loan applicant to fill up online forms etc
5. After Approval Follow up – I set this up as reserve stage just in case there are actions still required after approval of the loan
6. Closed Lead – simply put this is the last stage when the lead is identified as either dead or have availed of the loan offer

LEVI: note, usually we use “closed lead” as the review stage for us should we want to recycle or go check the lead again in the
future or completely trash the lead. The manager then closes or reassigns again the lead accordingly.
How to Use: Checking on your assignments for the day in
Report (under Task)

1. Calendar – when the follow up is

particularly specific in time,
Calendar will be used in tandem
with the TASK
2. Rest of the tasks that is not time
sensitive to handle will not have
a specific calendar to use

Instruction to see your tasks:

1. Click on the reporting tab
2. Highlight red the subtitle TASK
3. Fill in date today in the search
bar to see the list of tasks due
(today) and missed (overdue)
past dates
Shown here is the list view
How to Use: Once Inside the Account of the Lead

1. When you click on the account

name in the Tasks – you will be
directed to the account page of
the lead
2. Review existing Task assignment
3. Review notes
4. Do the next steps
5. After the activity requested; please
do not forget to do the following:
1. Do accordingly the Activity
notes in the activities (record)
2. Update Task to the next date
of contact – once you do this,
the lead will be visible on the
day it is for follow up
3. Update Opportunity to show
the correct stage of the loan
4. Please note – all of the above
are on the right side of the
panel
5. Note: For as long as the lead
is open – please keep open
the TASK and Opportunity
How to Use: The Account Page

1. The company details should be self explanatory

2. Activities – click on the plus sign to create a new one and on the pop up you can write what you did
3. Calendar – use calendar for specific time task update or follow up (call usually)
4. Opportunities - this is the tracking of the stage of the lead, update this accordingly by progressing or regressing
5. Tasks – this should always be updated on the date of the next follow up date. There is a functionality that allows you
to transfer this to someone else when required
6. Contacts – are the list of contacts available for the account. If there is more than one person in the account – a
primary will be assigned. This should contain the number and the email of the contact
7. Bottom Part of the Page are all of the past Activity notes, Calendar, Tasks and Opportunities (this is for your review
should you require it)
How to Use: Updating the Account Page

1. There will be times when you will

need to add another contact in the
account, in this case just click while
inside the account page the “Add
Quick Contact” link and proceed as
needed.
Other Reminders:

1. Always use the Company View vs the Contact View – this is to make sure you are looking at the whole account when
there is more than 1 contact
2. When searching for an account- LG has some quirks, please make sure there is no space at the end or beginning when
you do a search – it is not very dynamic or predictive.

Here are a few videos I did to show how it is done: