What is the Benchmark CRM for Gmail Extension?
The Benchmark CRM Gmail Extension is a free plug-in that runs your Chrome browser on Windows, Mac and Chrome OS. You can download it from the Chrome extension store here. Once installed, you get a dedicated CRM panel in your Gmail account, where you can: Create new CRM leads or contacts View CRM data for existing contacts or leads (personal information, notes, activities, support tickets, sales opportunities) Update CRM
What is my total plan storage?
Storage is the space occupied on the Benchmark CRM servers for any: documents/files stored the Product Requirements: Content Library folders documents/files attached to Messages documents/files attached to CRM records Your total plan storage capacity is determined by the following: Paid Plans Included Plan Storage of 1GB + 512mb for each paid license for all users of the account to share Any additional paid storage you have subscribed to. Paid storage is available in 4GB units All Free/Free
What is the maximum file size I may upload in the Content Library?
The current limit is 25 MB per file. You can upload as many files as you wish and up to your total plan storage capacity. Click here to see you what is your total plan storage.
What are the file types allowed in the content library?
Benchmark CRM currently supports the following file types: txt doc docx xls xlsx pdf jpg png tif zip rar csv ods rtf If you have any issues with uploading files, please contact our support team.
What is the Content Library?
The Content Library is where you can store your CRM documents that are not specific to a record. Learn how you can benefit from using the documents within the content library and the storage you have available based on your plan. To access your CRM Content Library follow the steps below: Log into your Benchmark CRM account. Click on the Options icon. Select Content Library. There are two folders
Quick Create Form
Benchmark CRM offers a quick way to create a record for all the modules with the help of a tiny popup form called Quick Create Form. At times when you want to quickly create a record with minimum data, these forms come in handy. The only way to create individual records is to use the Quick Create Form, found in the header: Find the Quick Create Menu button in the
What is autosuggest?
What is autosuggest? Autosuggest is a helpful tool that helps a user find an existing record in a lookup field by typing the start of the name or subject in an input field. It works by querying the account's database and showing a list of records whose names or subjects are similar to the inputted text string. Any matching records will appear as a list under the input field. The user
What is autocreate?
What is autocreate? Autocreate allows a user to quickly create a record for a lookup record when a match can't be found. Since lookup records require the user to find an existing matching record in the target module for a field, the user can quickly create a record inline without having to leave the page he or she is on. Example: User is creating a support ticket and wants to relate the
What is an Activity?
What are activity records? Activities are the "to do's" records that help your team get things done. There are three types of activities: Tasks Events Calls These three items, though named differently, all populate the exact same table: the activities table. The important fields of activity records include: Subject Priority Due Date Activity Type Some important fields are shown or hidden according to the activity type Tasks - have this unique
What is a Project?
What are Project Records? Project Records help you organize anything that isn't an opportunity or support ticket. They are especially useful for managing a group of related tasks. Important Project fields include: Project Name Start Date/Time End Date/Time Phase What is the complete list of fields for project records? Each CRM account will start off with a set of Default CRM Fields. An admin of your account can also add custom