What is the Sales Board?
The Sales Board helps you track your sales opportunities like real cards on a poster board Each column is a milestone/stage in your opportunity pipeline. Each column has a total of all the sales opportunities at that milestone according to your loaded view. Each deal (sales opportunity) is represented by a card that contains: the opportunity name the amount of the potential deal the expected close date Hover over a
How do I switch to my integrated CRM account from my Benchmark Email account?
If you added CRM from within your Benchmark Email account, you'll see two places to switch between your workspaces. This allows you to easily jump from CRM to Email Marketing and vice versa. In Benchmark Email with integrated CRM, there are two switch to CRM buttons 1. on the left side of your screen 2. in the user dropdown In Benchmark CRM accounts with integrated Email Marketing: use the
The Home Dashboard makes it easy to see your most important sales and email marketing data in n easy-to-read place. You can use our default widgets or remove them and add your own. There are user-specific widgets, but you can add any report graph or record view (filtering of contacts, tasks, etc.) as a dashboard widget. Here are the default widgets on your home dashboard: Email Marketing Qualified Leads Today
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)