All help articles

One of the benefits of having a customizable CRM is that you can tweak it to fit the way you work. After all, your CRM account should fit you and your business, not the other way around.

Our experience has shown us some common pitfalls that crop up over and over again — and how to avoid them, or, if they’ve already come to pass, how to make things right.

Business software can be annoying, but it doesn't have to be!

When managing a team, it's important to have the ability to keep track of what they are doing. Here are a few tips on how you can do that with LACRM!

Less Annoying CRM is cloud-based, which means that you can access the CRM from any device as long as you have access to the internet or a data plan.

If you’re a manager and would like to monitor and review activity with your sales team there are two different reports you can pull. One report is the Activity Report, which is a list of all activities and details logged to the CRM by a sales rep, and the second is the Lead Report, which you can use to view and track the sales funnel by rep.

Learn more about LACRM's account ownership policy.

After an import is completed, you can group the import to give it a tag, so you can easily access the records from that import in the future.

Attaching a pipeline to a contact or company is simple! Start from that contact or company's record in your CRM and look under the Attach an item options.

Adding accounts for other people at your company is easy, and it will allow you to share contact and calendar information between colleagues inside the CRM.

Learn how to add an entire import to a single status in a pipeline.

This article explains how to add contacts to multiple groups based on imported data.

Learn how to upload profile photos to contact and company records.

Contacts and companies can be easily added and removed from groups depending on which lists/categories they should be in.

Learn how to apply multiple filters on top of each other to narrow the results of a given list.

You can upload your company's logo to your LACRM account. Here's how you can format the file to fit.

Entering an event with a time on a limited sharing calendar will show as a “Busy” event so other users know you’re unavailable, but all-day events behave a bit differently here.

Here is a list of every in-house integration we offer, as well as third-party integrations that other companies have built with us.

If you no longer need a pipeline but don't want to delete it entirely, here's one way you can archive a pipeline instead.

The short answer here is "no." We don't offer any discounts. There are two reasons for this.

Learn how to assign a single company, and its associated contacts, to another user.

Learn how to assign a task to another user in LACRM.

Learn how to assign an import to multiple, different users.

Learn how to assign an entire import to a single user.

Learn how to assign contacts from one user to another in bulk.

If you’re a manager or a member of a collaborative team, you can reassign a contact or company to another user.

By making the CRM your business hub, you can stop entering notes into different systems, scribbling them down on bits of paper and instead, keep everything in one place!

If you're entering a note about something that occurred in the past, you can change the date and timestamp of that note to reflect its actual completion date.

With Less Annoying CRM, your data always belongs to you, and there are no limits on how often you can export your own backups.

Security is about making sure no one else can access your data. Reliability is about making sure that you always can.

Less Annoying CRM has a filtering option to find contacts with a particular birthday.

Learn how to sort contacts by birthday.

Having a good relationship with all your customers (no matter how high maintenance) can help you bring in more leads and close more sales!

CRMs can provide a central database to easily access all of the contact details related to your business, but for it to be a database you need to actually enter data. Here we’ll walk through a few tips to get started using the CRM and to help turn CRM use into a habit instead of a chore.

Once contacts and companies are in your CRM, you can bulk add the records into a group.

Learn how to delete contacts from LACRM in bulk.

You can use a conversion rate to compare the number of leads coming in to the leads becoming sales, so you can see how your sales process is going, and make any necessary adjustments to make the most of every lead that comes in.

You can change your calendar settings using the option under Settings.

LACRM doesn't handle email directly, and because of that cannot track emails, opens, or clicks.

Our importer is designed to create new records in your CRM, not update existing records.

Having trouble assigning a contact to another user? Here are a few things to look for that might prevent you from assigning a contact to another user.

Having trouble assigning a task to another user? Here are a few things to look for that might prevent you from assigning a task to another user.

Having trouble finding company history? Learn a few steps you can take to find it.

Follow these simple instructions to cancel your Less Annoying CRM account.

This article explains how you can change the view on the calendar.

The page menu is also on the left, just inside the navigation menu and reflects options depending on your current page. You can expand the menus to enlarge them by clicking the double arrow in the lower left, near the bottom corner of the page.

Your LACRM email address is what you use to log in to your account, and the email account that receives all notifications and reminders from us.

This article explains how you can change your password for Less Annoying CRM.

While LACRM doesn't handle email directly, it is possible to launch your email program from the CRM to send new emails to contacts. But sometimes you can run into trouble sending email from the CRM, and there are a few settings to check when that happens.

​Less Annoying CRM offers two-factor authentication (or “2fa”) as a way to enhance the security of your CRM account by adding an extra step to the login process. If you have multiple users on your account, you might want to make sure that your other users have set up two-factor authentication for additional security.

When everyone has a set process on how they interact with the CRM, you end up with a clean, efficient database.

This article explains how you can minimize sections under Attached items on a contact record

While LACRM doesn't have a way to color code individual events, you can set up color coding using sub-calendars.

The short answer is that custom contact fields are for contact records, and custom company fields are for company records!

With different options and locations of custom fields it can be hard to determine which fields should be where. There are a few key differences that can help you decide if you should use a custom contact field or a custom pipeline field to keep track of things.

We don’t place any strict limits on the number of contacts and companies you can enter into Less Annoying CRM, but a good rule of thumb is to try to stay below 50,000 total.

Less Annoying CRM handles companies and contacts in a different way than some other CRMs. In LACRM, companies and contacts are nearly identical in terms of functionality.

Learn more about the difference between contact records and leads in LACRM.

Being able to identify problems is an important part of growing a business, and the CRM lets you see what exactly you can improve to keep your conversion rate high.

Customers come to you because you have something they need, but they stay because of your service. Let your customers know they are your top priority with small follow-ups!

Write CRM rules for your users to keep your data clean and accurate

Learn how to create new contact and company records in Less Annoying CRM.

Creating a pipeline is simple—go to the Pipelines page in the Settings section. There you’ll see a list of your existing pipelines; click the Create another pipeline button to start creating a brand new pipeline of your own.

It is possible to create a shortcut to LACRM in your web browser, which will give you an icon you can use to more easily access the CRM.

It can be easy to miss important stuff in a sea of emails. In this tutorial, we’ll cover how to make your LACRM notification emails stand out in your inbox to make sure you never miss anything important.

We realize that it’s impossible for us to anticipate every little thing you’ll want to be able to collect about your contacts or companies, so you can add any kind of field you’d like to your contacts and companies.

Learn how to create custom form sections to help segment your fields.

Pipeline statuses tell you what step a person is within a process, but in a lot of cases, you just need more detail than that! For those situations, Less Annoying CRM has custom pipeline fields.

Learn how to create an event to track appointments and meetings.

Groups help segment your contacts into different buckets, so you can easily pull up certain types of contacts. Groups also make it easy to export a list of contacts for running a mail merge or importing into another system, and you can create groups for any tags or sublists that you’d like.

Learn how to create multiple contacts at the same company.

This article explains how to create additional pipeline statuses to track the stages of your process.

You can add information about who your contact knows to a profile through the relationship feature.

This article explains how you can use a naming convention to create sub-groups in Less Annoying CRM.

Learn how to create tasks to track to-dos and other follow ups.

This article explains how to create and use teams to help manage group permissions.

Having a practice account lets your team try out the CRM together without messing up your existing data. Once everyone's onboard, using the CRM together will become much less annoying -- just how it should be!

Learn more about the differences between custom contacts fields and groups.

Learn more about the difference between a custom contact link field and a relationship in LACRM.

With each field that you add, you’ll have an important decision to make regarding what type of field is the best fit. This article explains the differences between each field type, to give you a better idea of when you should use which kind.

Learn more about the difference between custom file fields and uploading files to a contact directly.

Learn more about the difference between custom number fields and custom currency fields.

Make customizing easy and start with one of our templates! This tutorial explains how to use our Customer Issue template.

This article explains how you can edit Your Workspace.

The specifics of our response to a data breach would of course depend on the details of the breach itself but this document is an outline of how we will approach the situation.

If you delete a user from your account, during the deletion process you will be prompted to reassign that user’s assigned records, future events, and future tasks.

You can delete a contact or company directly from their record, via the Actions menu on the left.

This article explains how to delete a pipeline item from a contact or company.

This article explains how to delete a task from your CRM.

With any multi-person company, there will probably be employee turnover eventually. Transitioning the contacts and other activity from a departing employee's CRM account to their new replacement or other existing users can be critical to making that transition as smooth as possible.

This article explains how you can delete an entire pipeline structure.

Learn how to delete an event from your LACRM calendar.

This article explains how to delete contact fields from the CRM.

This article explains how to delete custom pipeline fields from the CRM.

Due to how Mailchimp's webhooks are designed, autoresponders can cause lots of email campaigns to get logged in LACRM. Here's how to disable it.

If you have trouble with your own information overwriting a contact’s details when you save or edit a contact, the autofill in your browser is likely the culprit.

Make customizing easy and start with one of our templates! This tutorial explains how to use our Donation template.

Being the expert in your industry builds trust, and when your customers trust you, they start recommending others to you. So establish yourself as the expert, and give your customers a reason to tell everyone else about you!

Learn how to duplicate an existing contact or company to copy data from one record to a new one.

In order to prevent changes to group membership in LACRM, you can duplicate your groups before syncing with Mailchimp.