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

Adding single contacts

CRM 101 Updated on May 17, 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 Menu Dashboard and select Contacts/Lead.
  3. Now click the Create Contacts/Lead button.
  4. Fill all the details of the Contacts/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.
  5. Once you have added all the needed fields, click on the green checkmark button to save the contact/lead in your Benchmark CRM account.

Note: You can also add a Contacts/Lead by clicking on the + icon and choosing Contacts/Lead. On the pop up provided, continue following step 4 and 5.

If you have additional questions, please feel free to contact our support team vía Email or Chat.

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