Contacts and Companies

Here are some articles about Contacts and Companies:

How do companies and contacts interact? What is the difference?

How do I collect information about my contacts and companies for which LACRM doesn’t have a field?

How can I log email communication with a contact or company?

How do I prevent and fix duplicate contacts and companies in my CRM?

How do I upload files to contact or company profiles?

Deleting contacts and companies

How do I export my data from the CRM?

How do I add or remove a contact or company from a group?

How do I add a relationship between contacts or companies?

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Account Management and Users

How do I create user accounts for other people at my company?
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Contacts and Companies

How do companies and contacts interact? What is the difference?
How do I collect information about my contacts and companies for which LACRM doesn’t have a field?
How can I log email communication with a contact or company?
How do I prevent and fix duplicate contacts and companies in my CRM?
How do I upload files to contact or company profiles?
View all Contacts and Companies articles

Leads and Other "Pipelines"

What the heck is a “pipeline”?
How do I create pipelines?
How do the reports help me keep track of my company’s pipelines?
How do I attach pipelines to contacts and companies or change a pipeline's status?
How can I customize what information I collect about pipelines?

Groups—What They Are, and What They Aren't

What are groups? How do I create a group?
How do I add or remove a contact or company from a group?
In what situations should I use groups vs. pipelines to track contacts or companies?

The Calendar: Events and Tasks

What is the difference between an event and a task?
How do I add and edit events?
How do tasks work?
How do I share my calendar with other users, or view other users’ calendars?
Can I sync my Outlook, iCal, or Google Calendar with LACRM?
View all The Calendar: Events and Tasks articles

Tutorials

Using Webmail (Gmail, Yahoo, etc.) as your default email client
How do I upload files to contact or company profiles?
How can I use MailChimp to manage and track my email campaigns?
How can I make my phone numbers clickable Google Voice links using Google Chrome?
Pinning Less Annoying CRM to your Home Screen on an iOS device (iPhone or iPad)
View all Tutorials articles

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