What is a Report?
A Report is a listing of your Benchmark CRM records based on criteria you or someone on your team specified. Reports can help you: Make important decisions based on the data in your CRM: See the values of your record's fields listed, grouped, summed, averaged and in graphical form. Example: the Organizations Report shows you the organizations with whom you have the most opportunities and their values, both individually and/or
Integrating your Benchmark CRM account with Benchmark Email
Why should I integrate my Email account with my CRM account Benchmark Email is your one-to-many mass communications tool. You can craft emails for sending to hundreds, if not thousands. Your contacts in Benchmark Email exist on email lists segmented for your marketing purposes. Benchmark CRM is your one-to-one communication platform for one-to-one emails. Your contacts in Benchmark CRM are full-fledged, robust customer records, each with their own page where you
How do I view a default report in the Benchmark CRM?
A report is a listing of your CRM records based on criteria you or someone on your team specify. This same definition can apply to your dashboard views. To help you get started, your Benchmark CRM account is already pre-populated with reports to help you make sense of and be productive with your data. They are contained in report folders for the various record types. To view a default CRM
How to customize reports?
Custom reports can be created in Benchmark CRM by available modules. To create a custom report follow the instructions below. From the left navigator, select Reports. Then click on the Create Report option. Add the following details to create a report. Name of the report (mandatory field) Description of the report Select the folder Module of which the reports should be created Select related modules (if any) Select type of
How to customize your views
Depending on your industry your Views will be different, your Views will allow you to see specific contacts. For example, let’s say you want to see contacts who are on Free plans. You could create a View only for those contacts, now it does not have to be specific to plan status or size. The views are created based on contact details. Go to the page you want to create
What is the Follow Feed?
The follow feed updates on all of the actions and activity that has happened to records that you are following. To follow a record: Navigate to a record On the top of the Record Detail Page, click the FOLLOW button. Scenarios of following records. What kind of records can I follow? You can follow any record that your assigned profile allows you to view. Assuming your profile allows access to
How to Mass reassign contacts?
The Mass Transfer tool is used to transfer multiple contacts, leads, activities and opportunities. Note : To transfer any records that you do not own, you must have the required user permissions as well as read sharing access on the records. From left navigator, click Contacts. Select multiple records you want to assign to other user. In order to select multiple records/contacts, you can use shift and click on the
Our CRM calendar allows you to keep all your important data in one place. Giving you the ability to mark reminders for tasks, calls, and events. Stay organized by adding reminders on a daily, weekly, and monthly basis. To access your Benchmark CRM Calendar follow the steps below: Log into your Benchmark CRM account. Click on the dropdown arrow from your Username. Select Calendar. The different calendar views are reflected
What is an Automation?
Automations are a powerful "set it and forget it" preset CRM routines that automate your organization's CRM activities. They help make your sales and service process faster, more efficient and standardized by automatically doing CRM workflows based on certain events that happen within the CRM. Specifically, automations are routines where you set up Cause and Effect actions. Causes: IF certain trigger events happen in the CRM AND certain conditions are
Users must be assigned a permissions profile. Only active users have access to the CRM. Deactivated users do not count against your plan's user limit. User dashboard is available under Settings > Users and Permissions The User Dashboard allows to view : All users Active Users Inactive Users Unconfirmed User