How do I update my existing CRM Organization records using a CSV or XLS?
At some point, you may want to update your Benchmark CRM Organization records. This process will identify new organization records with matching names. When a match is found, the fields that are mapped will overwrite the existing organization records Follow the steps below to import organizations using CSV/XLS: Log into your Benchmark CRM account. From the left navigation, select Organizations. On the Organizations page, click on the Import button. Choose
How to Export your CRM views into Benchmark Email?
You can export your Benchmark CRM Views into your Benchmark account at any time and get an overview of the activity made with your Contacts/Leads. To export your Benchmark CRM views into Benchmark, follow the instructions below: Log into your Benchmark CRM account. Click on the navigation icon and select Contacts or Leads. Now click on the Add button. Choose the Create Email Marketing List button. Name your Email Marketing
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
Profile Invisible Fields
What is a Profile Invisible Field? Profile Invisible Fields are the mix of CRM Default Fields and Custom Fields that an account admin has not visible via Profile Field Level Permissions. Where does an admin user enable fields to be Profile Invisible? On the Profile that is assigned to a user. changes to a profile immediately affect all user to whom this profile is assigned There are fields that are active, but a user can't see them. What's
What is the create record page?
What is a create record page? In the CRM, you create records on Create Record pages. Each of the record types has its own dedicated create record page. These pages are simple forms that contain the fields of the record you're creating. After you fill in the fields, and click the SAVE button, you'll have created a record in your CRM database. It's good to know the details: Although
What is a deleted field?
What is a deleted field? A deleted field is any field that an admin of your account has decided to permanently delete forever. Once a field is deleted: all of its data is lost the name of field is permanently gone from your account naturally, users of the CRM will not see the name of the field nor be able to input data into it. What is the the
What is an inactive field?
What is an inactive field? An inactive field is any module field that still exists, still retains all of its data, but is currently unavailable for input or viewing by any users of the CRM. Inactive fields are not permanently deleted and may be reactivated by an admin user at any time. How can an admin reactivate an inactive field? This is done on settings/customization/layouts by any user with admin profile
What is an active field?
What is an active field? Active fields are the mix CRM Default Fields and Custom Fields that an account admin has made available for your account. Where does an admin user enable fields to be active or inactive? All custom fields created are set to active by default. However, if you can mark them inactive on the settings/customization/layouts page. There are fields that are active, but a user can’t see
What are required fields?
What is a required field? A required field is a module field that can not be blank upon clicking the SAVE button on: Create Record pages Edit Record pages Record Detail pages How do I recognize a required field? Required fields will be denoted by an *asterisk next to the field name What happens if I leave a required field blank when clicking SAVE on a Create Record page?