What is the Sales Board?
The Sales Board helps you track your sales opportunities like real cards on a poster board Each column is a milestone/stage in your opportunity pipeline. Each column has a total of all the sales opportunities at that milestone according to your loaded view. Each deal (sales opportunity) is represented by a card that contains: the opportunity name the amount of the potential deal the expected close date Hover over a
How do I switch to my integrated CRM account from my Benchmark Email account?
If you added CRM from within your Benchmark Email account, you'll see two places to switch between your workspaces. This allows you to easily jump from CRM to Email Marketing and vice versa. In Benchmark Email with integrated CRM, there are two switch to CRM buttons 1. on the left side of your screen 2. in the user dropdown In Benchmark CRM accounts with integrated Email Marketing: use the
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
How to create a web form in the Benchmark CRM
Benchmark CRM offers a web form creator to 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 steps below to create a web form. Click on your User menu from the top-right corner, and select Settings. Scroll down and click Web Forms. Select the module for which you want to create a web form.
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. Following are the steps to locate the default reports in your CRM account. Log in your Benchmark CRM account. From the left navigation, select Reports. The Reports dashboard lists all the types of default reports along