Groups

In Less Annoying CRM there are two ways you can pull up a list of records in one particular group.

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.

Transitioning the contacts between users is an important step to ensure each user can access the necessary data and groups can be used alongside reassignment to track the history of a record’s ownership.

Less Annoying CRM has a filtering option you can use to find records who are in one of several groups.

To edit existing groups, mouseover Contacts in the navigation bar and select “Manage Groups” to the right of “Groups.”

Less Annoying CRM has a filtering option you can use to find records who are in multiple, specific groups.

Less Annoying CRM has a filtering option to find contacts that are not assigned to any group. If you go to the Contacts page, there are Filters and Sorting options in the page menu on the left.

Email marketing and outreach campaigns can be a huge boon for many small businesses, which is why Less Annoying CRM built an integration with industry leader MailChimp.

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

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

LACRM has simple reporting to help you find contacts based on the groups in which they are (or aren’t) tagged. In this post, we’ll go over all of the ways you can filter your groups to find just the contacts you need.

Groups in Less Annoying CRM can be private or public. Public groups are visible to everyone on the account, while private groups are visible only to the person who created the group.

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.

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

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

This article explains how you can track inactive clients in Less Annoying CRM.

Groups and pipelines help you organize your leads and contacts into categories. But here are some ways you might choose to use groups over pipelines, and vice versa.

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

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.

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

If you need to combine groups, you can add one group into the other in bulk to merge them.

Less Annoying CRM has a filtering option you can use to find records who are not in a specific group.