Pipelines

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.

Learn more about saving and exporting notes.

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.

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

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.

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.

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.

Learn how to customize a pipeline to fit your workflow.

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

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

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.

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.

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

This article explains how to edit statuses within your pipeline.

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

Learn how to quickly format your notes by using keyboard shortcuts and markdown

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

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

Learn more about the different ways you can filter your contacts and pipeline in LACRM.

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

Learn how to filter your contact list to view only contacts with or without an attached pipeline item.

While a single pipeline item can’t be directly linked to multiple contacts, you can use a contact link field to connect multiple contacts to the same pipeline item.

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.

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

Learn how to delete pipeline items in bulk from the pipeline report.

Learn how to edit pipeline items to update saved field values in bulk.

Learn how to create custom form sections to help segment your fields.

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

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

Learn how to add an entire import to a single status in a pipeline.

Learn how to find a list of activity in your CRM account, and filter the activity as needed for different reports.

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

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.

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

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

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

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

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

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

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

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

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

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

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

Teams allow you to share groups between certain teams of users. Creating teams helps you organize and manage group sharing permissions — here’s how.

Learn more about pipeline templates in Less Annoying CRM.

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.

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

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

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

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.

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

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

Select which custom fields you'd like to show up on your pipeline badge.

Learn how to create tasks in bulk.

Learn how to add contacts to a pipeline in bulk.

Learn how to save notes in bulk on your contacts and pipelines here.

Learn how to update pipeline statuses in bulk from the pipeline report page.