Universal Search allows you to search for a specific contact across all lists your account. You can search by: Contact or Lead First and Last name Email Address Organization Name Opportunities Open Activities Closed Documents Tickets One thing to keep in mind, if you use the Universal Search, is that it will search throughout all lists in your account and may take longer than View Search. A CRM Search
Search this View
View Search is intended to only search for contacts and leads in a given view. How is Search This View different than Universal Search? With View Search, you will be able to see specific records. It is specific to the record type of the dashboard Only records in the View currently loaded are searched Only the fields (columns) of the View currently loaded are searched Search is fast and powerful,
A Relational database is a collection of data in a table, organized in rows and columns, that can quickly be sorted in various manners to view the needed information in the easiest way possible.
What is Project Life Cycle?
The project manager and project team have one shared goal: to carry out the work of the project for the purpose of meeting the project’s objectives. Every project has a beginning, a middle period during which activities move the project toward completion, and an ending. A standard project typically has the following four major phases (each with its own agenda of tasks and issues). Initiation Phase Planning Phase Execution Phase
Customer Relationship Management
CRM (customer relationship management) includes all aspects of interactions that a company has with its customers, whether it is sales or service-related. While the phrase customer relationship management is most commonly used to describe a business-customer relationship (B2C), CRM is also used to manage business to business (B2B) relationships. Information tracked in a CRM system includes contacts, clients, contract wins and sales leads and more. source: webopedia Customer relationship management (CRM) is an approach to managing a company’s
The User who has initially signed up for the CRM account and is ultimately: responsible for the payments, if any, to the account able to deactivate the account able to give Support Agents additional authorization to perform service that Benchmark CRM reserves only for account owners. Also Know As: Subscriber Subscribing User Owner Customer
The "Software As A Service" subscription provided to a subscribing user. The account is provided as: a tier of services number of active User seats included free data additionally paid for data
You can create automated emails for any of modules available, creating automated emails will save you time and help you with those first interactions. Use the Auto Email page to build a library of auto emails to be selected from when creating your Automations. To create an Auto Email follow the steps below: In your CRM account click on Account Image (top right) and select Settings. Go to Automations and
Profile Invisible Fields
What is a Profile Invisible Field? Profile Invisible Fields are the mix of CRM Default Fields and Custom Fields that an account admin has not visible via Profile Field Level Permissions. Where does an admin user enable fields to be Profile Invisible? On the Profile that is assigned to a user. changes to a profile immediately affect all user to whom this profile is assigned There are fields that are active, but a user can't see them. What's