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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

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 >>
Editing existing groups

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

Read more >>
Adding contacts to a group

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

Read more >>
Group filtering

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 >>
Bulk adding contacts to a group

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

Read more >>
Removing contacts from a group

Learn how to remove a contact from a group in Less Annoying CRM.

Read more >>
Group visibility

Groups can be private or public, which determines who can view each group tag.

Read more >>

More info

Group and reassign contacts in bulk

This article explains how you can group contacts and reassign them in bulk to transition contacts from one user to another.

Read more >>
Filter to show contacts in any of several groups

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

Read more >>
Filter to show contacts in one group

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

Read more >>
Filter to show contacts 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 >>
Filter to show contacts not in 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 >>
Integrating Mailchimp with LACRM

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 >>
Making 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 >>
Making a group private

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

Read more >>
Add an import to one 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 >>
Creating sub-groups

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

Read more >>
Adding an import to multiple groups

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

Read more >>
Tracking inactive clients

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

Read more >>
Groups vs. Pipelines

Groups and pipelines are both helpful for tracking important details, but when should you use which one?

Read more >>
Teams

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 >>
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 >>
Duplicating groups

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

Read more >>
Merging groups

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

Read more >>
Filter to show contacts 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 >>
Creating and using teams

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

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 >>
Group and reassign contacts in bulk

This article explains how you can group contacts and reassign them in bulk to transition contacts from one user to another.

Read more >>
Filter to show contacts in any of several groups

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

Read more >>
Editing existing groups

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

Read more >>
Filter to show contacts in one group

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

Read more >>
Filter to show contacts 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 >>
Filter to show contacts not in 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 >>
Adding contacts to a group

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

Read more >>
Integrating Mailchimp with LACRM

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 >>
Group filtering

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 >>
Bulk adding contacts to a group

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

Read more >>
Making 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 >>
Removing contacts from a group

Learn how to remove a contact from a group in Less Annoying CRM.

Read more >>
Making a group private

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

Read more >>
Add an import to one 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 >>
Creating sub-groups

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

Read more >>
Adding an import to multiple groups

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

Read more >>
Group visibility

Groups can be private or public, which determines who can view each group tag.

Read more >>
Tracking inactive clients

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

Read more >>
Groups vs. Pipelines

Groups and pipelines are both helpful for tracking important details, but when should you use which one?

Read more >>
Teams

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 >>
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 >>
Duplicating groups

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

Read more >>
Merging groups

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

Read more >>
Filter to show contacts 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 >>
Creating and using teams

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

Read more >>