How do I find my records that I have tagged?
Following are two ways to locate the records that have tags associated with them. Universal Search Creating views with/without Tags Universal Search Using the universal search placed on the top of the window allows to you quickly search with tags. To search a record with a tag, just type in the tag in the universal search and all the records with the mentioned tags will populate in the search results.
Can I track how long it takes our team to win opportunities?
Yes! Benchmark CRM allows you to track the duration and progress that it takes to win opportunities. Please follow the below steps to access the report. From the left navigation, click on Reports option. Select “opportunity reports”. This will provide a list of public reports of opportunities. Select “Opportunities Stage History” Once clicked, you will get a detailed report on the stage duration each active opportunity was in. This is
How to use Merge tags in Benchmark CRM?
Merge Tags (also known as Personalization or Data Tags) allow you to customize your emails to keep your customers more engaged. Merge tags for the default fields are pre-defined for all the users. Tags are automatically created when you add custom fields to the modules such as contacts or leads, you can use these merge tags to create an email template. Locating merge tags in Benchmark CRM account. Click on
How do I create views from tags?
With the Benchmark CRM, you can create customized views with the help of tags. Following are the steps to create new views using tags. Using the left navigation, select Leads/Contacts. Click on the views button on the right side of the window to open a drop down. Click on ‘Create New View’ button. Select, Meets Any Condition or Meets all Conditions as per preference. Views with tags can be creating
Lead Conversion Field Mapping
Benchmark’s CRM allows you to map fields and customize them to fit your needs best. During lead conversion, the default lead fields are automatically mapped to default contact, organization and opportunity fields. Admins should use the map fields dialogue to make sure custom field lead data is mapped to custom (or default) contact, organization and/or opportunity fields so that this data is not lost during the lead conversion process. Default
How to enable Google Autocomplete
Google Autocomplete is a feature in which an application predicts the rest of a word a user is typing. Autocomplete predicts the word a user intends to enter after only a few characters have been typed into a text input field. Benchmark has integrated with Google Maps so that you can enter an address for a contact or lead and Google will prompt probable matches based on your first few characters
How to customize reports?
Custom reports can be created in Benchmark CRM by available modules. To create a custom report follow the instructions below. 1. From the right navigator, select new report. 2. 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) 3. Select type of report Tabular
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
How Do I change the active fields for my CRM users? How do I change the field order for records? (Layouts)
Benchmark CRM allows you to customize the number of fields for users. This can be done in two ways. Change the active fields to inactive Re-order the sequest of fields in the module In order to change the active fields to inactive. Click on settings from the drop down menu on avatar. Once on settings page, under Customization select Layouts Layouts page lists all the modules, select the module
What is Replace field?
Fields which are specifically picklist can be edited and replaced. Once the replace option is used Select the existing drop down option from picklist. Use change value box to replace the existing option into required field. With replace field, options available under the drop down can be edited. Once the field is replaced the updated field will be available under the same picklist. This option comes handy when customisation is