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

  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 any additional questions, please feel free to email us at Support@benchmarkcrm.com

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.

  1. From the top-right corner, click on the avatar of the account holder and select Settings.
  2. Scroll down to the bottom of the page and select Web Forms.
  3. Select the module for which you want to create a web form, Signup Form for Leads or Contacts or a Support ticket generator then select the Create leads/contacts/support ticket button.
    1. On the Form creation step, you can drag and place the available fields depending on the module selected.
    2. Hover on your selected fields to edit a label.
    3. Use the Preview button to have a preview of your created web form. Once satisfied with the design click on the green check mark .
    4. On the owner, assignment step choose the method by which the newly created Leads will be assigned. You can either assign to a Single User or use the Advance Assignment method. Click on the green check mark when done.
    5. Fill the following web form details.
      • Form Name
      • Redirect Page URL: Specify the webpage the user will be redirected to once submitted.
      • Form location URL: Specify the URL which will host the web form.
      • Automatically add these tags: You can also add tags to all the leads/contacts/support ticket generated from the specific web form for future sorting.

    6. Once completed with the form details page you will receive a code to place on your webpage. Benchmark CRM provides the form code in HTML and HTML+iframe format. You can copy and paste this code in the header or body of your webpage.

Benchmark also provides direct integrations to import leads and contacts. Currently, Benchmark CRM integrates with Benchmark Email, MailChimp, Google Contacts (your Gmail contacts), Constant Contact, iContact, Campaign Monitor and Google Web forms (via google spreadsheets). The mentioned integrations are available with API sync title under settings page.

CRM leads and contacts can sync to any Benchmark Email list. Benchmark Email integrates with many applications. Just set up your integrations in Benchmark Email then come to the CRM to create an API sync with Benchmark Email.

If you have additional questions, please feel free to send an email to our support team.

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 or blanks fields that could disrupt your import process. To avoid any delays create a new spreadsheet where you will copy and paste your data too. You’ll need to save the spreadsheet as a CSV.

Adding columns for each Field Type
Field Types are the headers the CRM will read such as Name, Last Name, Email Address, Address, Phone Number, etc.  
If you haven’t already mapped your CRM fields click here to learn how.

Add data & Test
Before you import your whole list, add only a few contacts or sample data and run an import test. Running an import test will allow you to see if the data was formatted correctly. Download our Sample Data to test
Now that you have the basics down it’s time to import your data!

Importing

  1. Select Contacts or Leads from the main menu.
  2. Once on the Contacts/Leads Dashboard, click on the Add + button and select Import Contacts (Leads).
  3. Select the file you want to upload.
  4. Select whom to assign the contacts to if there are multiple users under the CRM account.
  5. Select what to be done if there are duplicates.
  6. If your list contains Organization records select Yes, Under “Create related Organization records”
    This option is only available for Contacts.
  7. Once done, select the Next button.
  8. On the mapping page, make sure that the organization field is mapped to the organization/company column in the file imported.
  9. Click Save
  10. Import process might take some time depending on the number of columns and records in the file. You will get an email confirming the import status.

 

Note:

    1. Contacts with organizations already available in the Benchmark CRM account will be mapped accordingly.
    2. No duplicate Organization will be created.
    3. There will be a new organization created if there is not one available in the account.


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:

  1. Log into your Benchmark CRM account.
  2. Click on the User Dropdown located in the header.
  3. Select Delete Demo data.

The data will be removed immediately. Keep in mind these records can not be recovered.

Click Here to learn how to mass import records to your CRM account.

If you have additional questions regarding your Benchmark CRM account, please feel free to contact our support team via Email.

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 follow the below steps to integrate your google drive with Benchmark CRM.

  1. From the left navigation menu, select Contacts, Leads or Opportunities.
  2. Once on the dashboard, open the record by clicking on the name of the record.
  3. This will open the record details page. Scroll down to the bottom of the page and select the Documents tab.
  4. On the right side, locate and click on the Upload through Google Drive button.
  5. Authorize Benchmark CRM to access the files.
  6. A one-time authorization is required from your end to provide access. You can now grab the real files from your Google Drive into Benchmark CRM.

 

Note: You can import common file types like: .doc, .csv, .xls, .pdf and image files. This integration imports real files.

Benchmark CRM also allows to sync data from Google Forms and Google Contacts.

If you have any questions regarding your Benchmark CRM and Benchmark Email integration, please contact our support team.

Keyboard Shortcuts

As of now, our CRM offers 2 keyboard shortcuts. Adding a new task, and opening the email composer.

Following are the two available shortcut as of now.

Adding a task

When on the contacts page. Click on the name of the contact and open the contact record page.

Once on the contact record page, use Shift+t (for PC or Mac) to quickly open the create a task for the contact in reference.

Opening the email composer

When on the contacts page. Click on the name of the contact and open the contact record page.

Once on the contact record page, use Shift+m (for PC and Mac) to quickly open the email composer for the contact in reference.


If you have any Keyboard suggestions, please share them with us by sending an email to Support@benchmarkcrm.com

How do I contact Benchmark CRM for support?

We are here to help!

You can contact our Benchmark CRM support team via email: support@benchmarkcrm.com  

Also, when logged into your Benchmark CRM account.

Here’s how:

  1. Log into your Benchmark CRM account.
  2. Click on the Help tab from the top menu.
  3. Now, scroll to the bottom and click on Chat.

Begin a live chat with a CRM support agent. We are here to assist you!

How do I view Benchmark Email reports in my CRM account?

Create and send your campaign in your Benchmark account and view a report of the status and clicks of your email.
To view your Benchmark Email reports within your Benchmark CRM account, follow the steps below:

  1. Log into your Benchmark CRM account.
  2. Click on the navigation icon and select Contacts or Leads.
  3. Select the name of the Contact/Lead you would like to see the report for.
  4. Scroll to the bottom of the page and click on the Email Marketing tab.

Here you can view:

  • Email Campaign
  • Subject Line
  • Send Datetime
  • Status
  • Clicks

 

Note: This information will be available for 90 days in the CRM under the Email Marketing tab. After the 90 days, you will be able to review this information in your Benchmark Email Reports.

If you have any other questions regarding how to view your email marketing reports in the CRM, please contact our support team by email.

How to Export your CRM views into Benchmark Email?

You can export your Benchmark CRM Views into your Benchmark account at any time and get an overview of the activity made with your Contacts/Leads.

To export your Benchmark CRM views into Benchmark, follow the instructions below:

  1. Log into your Benchmark CRM account.
  2. Click on the navigation icon and select Contacts or Leads.
  3. Now click on the Add button.
  4. Choose the Create Email Marketing List button.

  5. Name your Email Marketing List.
  6. Select the Module and the View.
  7. Click Next.
  8. Now, map the fields according to your Benchmark fields.
  9. Click Next.

  10. Confirm export by clicking the Confirm button.

 

Important Bullet Points

  • Allow an estimated 15 minutes time for your list to appear in your Benchmark Email account.
  • Your  Benchmark CRM list is subject to go through the List Verification process.
  • The View export is not continuous. After you’ve exported Contacts/Leads to your Benchmark account and you would like to export more, you must repeat the same process.

 

If you have any other questions regarding how to view your email marketing reports in the CRM, please contact our support team by email.