Importing Contacts or Leads
Importing your contacts should come as a no-brainer, why else sign up for a CRM if it isn’t to manage your contacts from one central location. While the import is easy and fast, there are some things to consider when importing data into your CRM account. Consider: Making a new spreadsheet While you probably already have a file with all your contacts and their data, it probably contains additional columns
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 Add