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Groups

Groups in Less Annoying CRM allow you to tag and categorize your contacts/companies however you like. They're an easy, flexible way for you to pull up specific sets of contacts

Here you will find some help articles on how you can set up your groups, common ways businesses use groups, and some tips and tricks on how to get the most out of them.

Getting started

How do I find records in one specific group?

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

Read more >>
Creating groups

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.

Read more >>
How to edit your existing groups

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

Read more >>
How to add contacts or companies to a group in bulk

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

Read more >>
Adding or removing contacts or companies from a group

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

Read more >>
How do I find records that are not in a specific group?

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

Read more >>

More info

How to reassign and group contacts in bulk

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.

Read more >>
How do I find records in one of several groups?

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

Read more >>
How do I find records in multiple, specific groups?

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

Read more >>
How do I find contacts that are not assigned to any group?

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.

Read more >>
How to use Mailchimp to manage and track your email campaigns

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.

Read more >>
Filtering your groups

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.

Read more >>
My users can't see my groups! How to make a group public

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.

Read more >>
How to add an import to a 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.

Read more >>
How to create sub-groups

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

Read more >>
How do I import contacts to groups?

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

Read more >>
How to track inactive clients

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

Read more >>
Using Groups vs. Using Pipelines

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.

Read more >>
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.

Read more >>
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.

Read more >>
Duplicate groups to create a master list and email list

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

Read more >>
How to merge groups

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

Read more >>
How do I find records in one specific group?

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

Read more >>
Creating groups

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.

Read more >>
How to reassign and group contacts in bulk

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.

Read more >>
How do I find records in one of several groups?

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

Read more >>
How to edit your existing groups

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

Read more >>
How do I find records in multiple, specific groups?

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

Read more >>
How do I find contacts that are not assigned to any group?

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.

Read more >>
How to use Mailchimp to manage and track your email campaigns

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.

Read more >>
How to add contacts or companies to a group in bulk

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

Read more >>
Adding or removing contacts or companies from a group

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

Read more >>
Filtering your groups

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.

Read more >>
My users can't see my groups! How to make a group public

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.

Read more >>
How to add an import to a 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.

Read more >>
How to create sub-groups

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

Read more >>
How do I import contacts to groups?

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

Read more >>
How to track inactive clients

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

Read more >>
Using Groups vs. Using Pipelines

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.

Read more >>
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.

Read more >>
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.

Read more >>
Duplicate groups to create a master list and email list

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

Read more >>
How to merge groups

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

Read more >>
How do I find records that are not in a specific group?

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

Read more >>