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Adding users

Less Annoying CRM is a tool built for collaboration between team members. With no pricing or feature tiers, you can add as many users as you want to your account so that your team can work on leads together.

Here we have some help articles to get you started on adding your team to your account, and managing what they see and do in LACRM.

How to add other users to your account

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.

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Exporting All of Your Data out of LACRM

Here at Less Annoying CRM we know that your data is very valuable to you, and we want to make sure you can get your data out of the CRM if you want to. Here's how to export your information.

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Contact and Company Sharing: Choosing the Right Setup for Your Team

The contact and company sharing permissions determine which names and businesses different users are able to see. Here's how you can set them up.

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Calendar and Task Sharing: Choosing the Right Setup for your Team

The calendar and task sharing permissions determine which calendars are visible to a user, and whether they can assign items to other user’s calendars.

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Monitoring the activity of other users at your company

If you're a manager and you want to monitor the activity of your employees, there are a few different ways to do that.

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Removing an Existing User from Your Account

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.

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Managing Sharing Permissions for Other Users

When you register a new account, you’ll be prompted to make some choices about that new user's rights and permissions. These options can be changed at any time by an administrator.

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How to filter data by user

There is a filter you can use to view the contacts and companies assigned to another user in various places in the CRM.

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What happens to the data if I delete a user?

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.

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Viewing Another User's Contacts

The first thing you should know about viewing another user's contacts is that you will need permission to do so. If you're on a multi-user account you may be restricted in terms of what information is available to you.

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How do I restore a deleted user?

This article explains how to restore a user who was previously deleted.

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Motivating and Incentivizing Your Team to Use LACRM

All of our tips for getting your team excited about CRM and making sure that they actually use the software

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How to successfully onboard your team into Less Annoying CRM

Set up your account, train your team, and start using Less Annoying CRM quickly and successfully

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What happens when my free trial ends?

When your free trial is coming to an end, we will send you an email letting you know. At that point you can decide if you want to subscribe.

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How do I customize my notifications in Less Annoying CRM?

Less Annoying CRM has a variety of situations in which you will receive email notifications from the system by default, but you can always manage what you want to receive.

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How to assign contacts and leads to other users

If you’re a manager or a member of a collaborative team, you can reassign a contact or company to another user. There are two different, simple ways to do this.

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What are teams? What can I use them for?

Teams allow you to share groups between certain teams of users. Creating teams helps you organize and manage group sharing permissions — here’s how.

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Tips for structuring your teams

Teams allow you to share groups with specific subsets of your users (you can read more about teams and how to create them here). Here are some tips and three examples to help you structure your teams.

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