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Frequently Asked Questions aero-right CRM 101 aero-right Adding single contacts

Adding single contacts

CRM 101 Updated on April 8, 2019

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

  1. Login to your Benchmark CRM account.
  2. Click on the 3 dots on the top right corner to open the user menu. Once open, select New Contact/Lead.
  3. Fill all the details of the contact/lead.
    1. Fields with an asterisk mark are mandatory to be filled.
    2. If your Benchmark account holds multiple users, you can change the owner of the contact/lead you are adding.
  4. Once you have added all the needed fields, click on the green checkmark button to save the contact/lead in your Benchmark CRM account.

Quick Records

  1. On top of the homepage, click on the [image: plus.png] to open a quick create popup.
  2. Select the record type you want to create.
  3. Fill in the details in the popup window, and click on the green checkmark button to create a record.

Important: Records created using quick create feature are automatically assigned to the logged in user.

If you have additional questions, please feel free to contact our support team.

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