Customize the fields for creating contacts or other records
When you create a new record, you are using what we call the Quick Create form, which is a pop up that has a few important fields needed to create records. Admin Users can customize these forms for all users of the same account. Follow the steps below to learn how to customize your form fields. Click on your username located on the right top corner and select Settings. Locate
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 Login to your Benchmark CRM
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
I didn’t get my activation email
If you didn’t receive an activation email, you can follow the below mentioned steps: The email is still on the way. Sometimes due to internet traffic or network issues, email delivery can take some time. It depends on the internet traffic and the reception of the ISP. During holidays and peak sending times, it is possible to witness this delay. Check your spam, junk or bulk email file There are
How do I contact Benchmark CRM for support?
We are here to help! You can contact our Benchmark CRM support team via email: email@example.com Also, when logged into your Benchmark CRM account. Here’s how: Log into your Benchmark CRM account. Click on the Help tab from the top menu. Now, click on Chat Us. Begin a live chat with a CRM support agent. We are here to assist you!
How do I create a Custom Report?
A Custom Report is a listing of your CRM records based on criteria you or someone on your team specified. Your Benchmark CRM allows you to create Custom Reports. These Reports will be created by you to meet your organization's need. At the same time, have a more organized and direct way of reaching your clients. You can separate Custom Reports into two types: Tabular Reports - lists the returned results
What are the Default CRM Reports?
Your Benchmark CRM account holds Default Reports to help you manage your data in a more effective manner. These Reports are contained in report folders for the various record types the CRM has available. You can also create and customize your own Reports to best fit your organization's needs. Below is a list of the Default CRM Reports available: Activity Reports Weekly Calls made - See all the calls made
How do I access the Full Form Create of Record pages in the CRM?
Having quick access to the full form create record pages will allow you to be more lean and effective as you input important data into your Benchmark CRM account. The following are the record types available in the CRM: Emails Leads Contacts Organizations Opportunities Support Tickets Projects Tasks Events Calls Reports There are two ways to access the full form create record pages. Let’s use record type Contacts
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
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