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Pipelines

Pipelines are the most customizable feature of Less Annoying CRM. They allow you to map out workflows and processes, and then move contacts through each step of that process. You can set up your own workflows and customize whatever fields you need depending on the type of information you'd like to track in each process.

Any industry or business can benefit from having a pipeline to help them manage a process. Here are some help articles to guide you through how to set up your own pipelines, but if you're unsure and would like some help, contact us and we'd be happy to hop on the phone and build out your pipelines with you!

Getting started

What the heck is a pipeline?

Part of the function of any CRM worth its salt is helping you keep track of the processes at your business. In Less Annoying CRM, pipelines are at the heart of this kind of tracking.

Read more >>
Creating custom pipeline 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.

Read more >>
Adding a contact to a pipeline

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.

Read more >>
Using the pipeline report

A corresponding report will automatically be created each time you create a new pipeline in your CRM. You’ll always be able to find the Pipeline Reports in the navigation bar under the Reports tab.

Read more >>
Creating a new pipeline

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.

Read more >>

More info

Saving notes

Learn more about saving and exporting notes.

Read more >>
Monitoring activity of users

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

Read more >>
Deleting custom pipeline fields

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

Read more >>
Managing pipeline permissions

You can set up permissions to control who on your team can access and use specific pipelines.

Read more >>
Pipeline customizing tips

Pipelines are one of the more helpful features of the CRM, but they can also be tricky if you’ve never worked with them before. Below, I’ll cover some basic do’s and don’ts to help get you started.

Read more >>
Filtering by custom pipeline field

If you’d like to view a more specific list within your Pipeline Report, you can use custom field filters to narrow down the list based on specific criteria.

Read more >>
Filtering by status

This article explains how to filter the pipeline report by status.

Read more >>
Creating pipeline statuses

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

Read more >>
Editing pipeline statuses

This article explains how to edit statuses within your pipeline.

Read more >>
Exporting the pipeline report

This article explains how to export a pipeline report from Less Annoying CRM to a spreadsheet.

Read more >>
Deleting a pipeline item

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

Read more >>
Sorting the pipeline report

Learn how to sort the pipeline report to change the order of pipeline items.

Read more >>
Filter to show leads with no tasks

The pipeline report will show you a list of everyone currently in your pipeline, but sometimes you need to see just the contacts that don’t already have a planned follow up.

Read more >>
Moving a pipeline from one contact to another

Learn how to move a pipeline item from one contact record to another.

Read more >>
Adding multiple filters

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

Read more >>
Removing a filter

This article explains how you can remove added filters in Less Annoying CRM.

Read more >>
Restoring deleted data

The Less Annoying CRM team can help restore data that's been accidentally deleted back to your account.

Read more >>
Filter to show contacts without a pipeline

You can use a filter to pull up all of the contacts and companies that are not in a pipeline. Here's how.

Read more >>
Deleting an entire pipeline

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

Read more >>
Saving reports

While Less Annoying CRM doesn’t have a direct way to save a report, you can bookmark a report in your web browser to save it.

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 >>
Groups vs. Pipelines

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

Read more >>
Filtering by a closed status

You can filter your pipeline by status to see only those in a sale won, sale lost, or other closed status.

Read more >>
Customer Issue pipeline template

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

Read more >>
Donation pipeline template

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

Read more >>
Expense pipeline template

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

Read more >>
Job Application pipeline template

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

Read more >>
New Client Orientation pipeline template

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

Read more >>
Opportunity pipeline template

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

Read more >>
Order pipeline template

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

Read more >>
Project pipeline template

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

Read more >>
Sales Lead pipeline template

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

Read more >>
Creating teams

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

Read more >>
Archiving an entire pipeline

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.

Read more >>
Pipeline templates

Learn more about pipeline templates in Less Annoying CRM.

Read more >>
Duplicating pipeline structure

In most cases, each pipeline is unique with its own specific statuses and custom fields. But sometimes there’s overlap between processes and it can be easier to copy an existing pipeline instead of starting from scratch. Learn how to copy an existing pipeline structure here.

Read more >>
Custom number fields vs. custom currency fields

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

Read more >>
Contacts vs. leads

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

Read more >>
What the heck is a pipeline?

Part of the function of any CRM worth its salt is helping you keep track of the processes at your business. In Less Annoying CRM, pipelines are at the heart of this kind of tracking.

Read more >>
Saving notes

Learn more about saving and exporting notes.

Read more >>
Creating custom pipeline 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.

Read more >>
Adding a contact to a pipeline

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.

Read more >>
Monitoring activity of users

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

Read more >>
Using the pipeline report

A corresponding report will automatically be created each time you create a new pipeline in your CRM. You’ll always be able to find the Pipeline Reports in the navigation bar under the Reports tab.

Read more >>
Creating a new pipeline

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.

Read more >>
Deleting custom pipeline fields

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

Read more >>
Managing pipeline permissions

You can set up permissions to control who on your team can access and use specific pipelines.

Read more >>
Pipeline customizing tips

Pipelines are one of the more helpful features of the CRM, but they can also be tricky if you’ve never worked with them before. Below, I’ll cover some basic do’s and don’ts to help get you started.

Read more >>
Filtering by custom pipeline field

If you’d like to view a more specific list within your Pipeline Report, you can use custom field filters to narrow down the list based on specific criteria.

Read more >>
Filtering by status

This article explains how to filter the pipeline report by status.

Read more >>
Creating pipeline statuses

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

Read more >>
Editing pipeline statuses

This article explains how to edit statuses within your pipeline.

Read more >>
Exporting the pipeline report

This article explains how to export a pipeline report from Less Annoying CRM to a spreadsheet.

Read more >>
Deleting a pipeline item

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

Read more >>
Sorting the pipeline report

Learn how to sort the pipeline report to change the order of pipeline items.

Read more >>
Filter to show leads with no tasks

The pipeline report will show you a list of everyone currently in your pipeline, but sometimes you need to see just the contacts that don’t already have a planned follow up.

Read more >>
Moving a pipeline from one contact to another

Learn how to move a pipeline item from one contact record to another.

Read more >>
Adding multiple filters

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

Read more >>
Removing a filter

This article explains how you can remove added filters in Less Annoying CRM.

Read more >>
Restoring deleted data

The Less Annoying CRM team can help restore data that's been accidentally deleted back to your account.

Read more >>
Filter to show contacts without a pipeline

You can use a filter to pull up all of the contacts and companies that are not in a pipeline. Here's how.

Read more >>
Deleting an entire pipeline

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

Read more >>
Saving reports

While Less Annoying CRM doesn’t have a direct way to save a report, you can bookmark a report in your web browser to save it.

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 >>
Groups vs. Pipelines

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

Read more >>
Filtering by a closed status

You can filter your pipeline by status to see only those in a sale won, sale lost, or other closed status.

Read more >>
Customer Issue pipeline template

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

Read more >>
Donation pipeline template

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

Read more >>
Expense pipeline template

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

Read more >>
Job Application pipeline template

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

Read more >>
New Client Orientation pipeline template

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

Read more >>
Opportunity pipeline template

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

Read more >>
Order pipeline template

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

Read more >>
Project pipeline template

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

Read more >>
Sales Lead pipeline template

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

Read more >>
Creating teams

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

Read more >>
Archiving an entire pipeline

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.

Read more >>
Pipeline templates

Learn more about pipeline templates in Less Annoying CRM.

Read more >>
Duplicating pipeline structure

In most cases, each pipeline is unique with its own specific statuses and custom fields. But sometimes there’s overlap between processes and it can be easier to copy an existing pipeline instead of starting from scratch. Learn how to copy an existing pipeline structure here.

Read more >>
Custom number fields vs. custom currency fields

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

Read more >>
Contacts vs. leads

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

Read more >>