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 steps below: From the right navigator, select new report. Add the following details to create a report. Name of the report (mandatory field) Description of the report Select the folder The module of which the reports should be created
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 can I bring leads or contacts into the CRM automatically?
Benchmark CRM offers a web form creator for signup forms that can 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 below steps to create a web form. From the top-right corner, click on the avatar of the account holder and select Settings. Scroll down to the bottom of the page and select
What is demo data and how do I remove it from my account?
Demo data are default records stored in your Benchmark CRM account. The functionality of the Contact, Leads and Opportunities records help you have an immediate view of how your records will show up the moment you begin adding your own. To delete the demo data from your CRM account, follow the steps below: Log into your Benchmark CRM account. Click on the User Dropdown located in the header. Select
Benchmark CRM and Google Drive Integration
Our Google drive integration enables you to integrate your Benchmark CRM account with Google Drive to import documents specific to the contact/leads record. Google drive being conventional and accessible from anywhere, in turn, becomes very handy to save your files like .doc, .ppt, .pdf, image files, etc. With the Benchmark CRM and Google Drive integration, you can directly pull these files in the document tab of each record (contacts/leads). Please