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Account Management

Everything you need to know about managing your CRM account and other users.
Resources > Help Documentation > Account Management
Recent Posts

After you close your account, we’ll store your data for one calendar year. We retain your data on our encrypted servers for a year in case you deci...
In this tutorial, we’ll cover how to make your LACRM notification emails stand out in your inbox to make sure you never miss anything important.
Want to search for a specific note you left? Use your browser’s search function to easily search a page for keywords.
This is a list of known VOIP phones that work with LACRM's click-to-call feature or offer their own browser extension that allow you to dial your LACRM contacts.
There are a couple ways that you can get your data Less Annoying CRM into a spreadsheet for your use
Take the necessary steps when removing a user from your account in Less Annoying CRM.
Set up Webmail as your default email program in Less Annoying CRM.
Enable your phone to remember your login for LACRM, saving you time.
Pin LACRM to your Android phone or tablet's home screen for easier access on the go.
Pin LACRM to your phone or tablet's home screen for easier access on the go.
Set up the right contact and calendar sharing permissions for your team in Less Annoying CRM.
Learn how to export contact and company information, pipelines, tasks, and files out of LACRM.
Learn to set your computer's default email program, so you can easily click to send emails from the CRM.
The calendar and task sharing permissions determine which calendars are visible to a user, and whether they can assign items to other user’s cale...
While Less Annoying CRM does not have a direct integration with any VOIP systems, we do support several different click-to-call protocols.
Less Annoying CRM has a variety of ways to receive email notifications from the system by default-- learn how to customize those notifications here.
There are a number of possible permissions setups, depending on how your team works. Our permissions model allows you to customize your team's setup.
Use a custom URL to launch your email program from the CRM.
If you're a manager, you might want to enter leads into the CRM yourself and then assign them to your employees--here's how!
Three ways to monitor the activity of other users in your CRM.
Secure your login with Less Annoying CRM by using Google's Two-Factor Authentication.
Let's say you're a manager and you need to keep track of what's going on amongst your sales reps at your company. First, make sure you know how to&...
Adding accounts for other people at your company is easy, and it will allow you to share contact and calendar information between colleagues insi...
With the free trial, you can use the software for one month for free, no questions asked, no hassles, no limitations. Get the genuine Less Annoyi...
Less Annoying CRM comes with free email and phone support, even if you're not a paying customer. We're happy to answer any questions, help you deci...
Resources > Help Documentation > Account Management
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