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Frequently Asked Questions
Menu and widgets
How do I find my records that I have tagged?
Can I track how long it takes our team to win opportunities?
How to use Merge tags in Benchmark CRM?
How do I create views from tags?
How do I map fields in the Benchmark CRM?
How to enable Google Autocomplete
How to customize reports?
How to customize your views
How Do I change the active fields for my CRM users? How do I change the field order for records? (Layouts)
What is Replace field?