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Pipelines

Pipelines are one of the most (if not the most) customizable features of Less Annoying CRM. They allow you to map out workflows and processes, and then move contacts and companies 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!

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.

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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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Adding a Contact or Company to Your 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.

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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.

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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.

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How do custom pipeline fields work

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.

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How to view the value of each lead

You can use the value of each lead to help prioritize them and you can use the total value in your pipeline to see how much money you may have coming in.

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Use pipelines to track multiple orders

Pipelines can be used to track any kind of process, but did you know that you can attach the same pipeline to one lead multiple times? Sarah shares how this has helped her business!

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Pipeline customizing Do's and Don'ts

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.

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How to filter by a 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.

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How to filter by status

This article explains how to filter the pipeline report by status

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How to delete a pipeline item

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

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How to find leads with no follow up scheduled

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.

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How to delete an entire pipeline

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

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How to delete a field

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

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How to find contacts or companies in closed statuses in the pipeline

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

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Using pipeline templates: Customer Issue

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

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Using pipeline templates: Donation

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

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Using pipeline templates: Expense

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

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Using pipeline templates: Job Application

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

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Using pipeline templates: New Client Orientation

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

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Using pipeline templates: Opportunity

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

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Using pipeline templates: Order

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

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Using pipeline templates: Project

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

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Using pipeline templates: Sales Lead

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

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Tracking your sales workflow in a CRM

Your business already has a sales process. This post will show you how to move that process into a CRM to make it even more effective.

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How to customize your CRM for your in-home computer repair business

A potential customer recently came to us with questions about how to set up his CRM. He runs an in-home computer repair service across the pond in Europe, and needed to know how our system could be molded to fit his business' workflow.

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How to Track Customer Feedback and Increase your Sales

Regularly collecting feedback from your customers can help you improve your sales process and expand your sales with the customers that already love you.

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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.

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How to find contacts or companies that are not in 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.

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How do I save a report?

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.

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