What is the Email Marketing Rating field and how is it updated?
Benchmark CRM has now made it easier to bring in your most engaged contacts from Benchmark Email by creating the feature Email Marketing Rating. This feature pulls in all 2 Star and above contacts from your Benchmark Email lists automatically. When you connect your Benchmark Email to your CRM account, the Sync is automatically enabled. The Contact rating in Benchmark Email ranges from 0 to 5, where 0 refers to
How to Merge Existing Contacts, Leads and organizations?
There are cases where your list might contain duplicate email addresses, or the database has multiple leads with same contact details or multiple records for the same organization. Benchmark CRM allows you to find and merge these duplicated records. Following are the steps to find and merge duplicate Contacts. The same steps can be followed for Leads and Organizations. From the left navigation, select Contacts. Choose the Contact you would
What is the favorite fields section for?
We understand that all organizations are different from each other and therefore their needs will be different too, with our CRM you can customize and personalize the favorite fields in your account. Let’s say you have a hair salon and you want to keep track of how often your clients come in and the services they get. By customizing the favorite fields, you can decide to show only the fields
Customize the fields for creating contacts or other records
When you create a new record, you are using what we call the Quick Create form, which is a pop up that has a few important fields needed to create records. Admin Users can customize these forms for all users of the same account. Follow the steps below to learn how to customize your form fields. Click on your username located on the right top corner and select Settings. Locate
Drag and Drop Images for email messages, email templates and email signatures
Benchmark CRM provides a drag and drop option for images in email campaigns, templates, and signatures. Following are the steps to add images. Adding images to an email campaign. From the left navigation, select Email. Create the email per your requirement. On the email creation page, once you have created the email, navigate to the image available on your computer, and drag and drop it in the email editor. You
Importing Contacts or Leads
Importing your contacts should come as a no-brainer, why else sign up for a CRM if it isn’t to manage your contacts from one central location. While the import is easy and fast, there are some things to consider when importing data into your CRM account. Consider: Making a new spreadsheet While you probably already have a file with all your contacts and their data, it probably contains additional columns
To export records of any module from your CRM account, you first have to create a report. You can create reports for all the available modules. To Generate a Report follow the steps below: Log into your Benchmark CRM account. Click on the More Options icon and select Reports. Now click on the Create Report button. Add the following details to create a report: Name of the report (mandatory field)
How do I update my existing CRM Organization records using a CSV or XLS?
At some point, you may want to update your Benchmark CRM Organization records. This process will identify new organization records with matching names. When a match is found, the fields that are mapped will overwrite the existing organization records Follow the steps below to import organizations using CSV/XLS: Log into your Benchmark CRM account. From the left navigation, select Organizations. On the Organizations page, click on the Add
Adding single contacts
Benchmark CRM allows multiple ways to add contacts/leads in the account including list upload, other services and integrations. Benchmark CRM also allows you to add a single contact from the dashboard. Following are the steps to add a single contact/lead in your account. There are 2 options to quickly add contacts or leads. To learn how to add individual contacts, see instructions below. User Menu Login to your Benchmark CRM
How to create a web form in the Benchmark CRM
Benchmark CRM offers a web form creator to help you collect leads, contacts, or support ticket generation. It provides HTML that can be styled and pasted on any website you control. Please follow the steps below to create a web form. Click on your User menu from the top-right corner, and select Settings. Scroll down and click Web Forms. Select the module for which you want to create a web form.