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
How do I upload documents to the Content Library?
Access the Content Library: Sign in your Benchmark CRM account. Open the Left Navigation Tab by clicking the top left button on the header. The Left Navigation Tab will appear. Click on the Content Library button. Choose a folder and upload your document: From the Content Library, click any folder to open its contents Now click the UPLOAD button. You can click anywhere in the upload box, or drag and