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FAQ Home Importing Data: from a fileRecords

Category: Records

Importing Contacts or Leads

Posted on December 18, 2018December 18, 2018Author Yamile FloresCategories Importing Data: from a file, RecordsTags companies, contact, import, organization

Export Records

Posted on December 12, 2018Author Yamile FloresCategories RecordsTags export records, Reports

How do I update my existing CRM Organization records using a CSV or XLS?

Posted on November 22, 2018November 22, 2018Author Yamile FloresCategories Fields, Importing Data: from a file, RecordsTags contact, CSV, field, file, import, organization, record, XLS

What is demo data and how do I remove it from my account?

Posted on September 19, 2018Author Yamile FloresCategories RecordsTags contact, demo data, record

How do I view Benchmark Email reports in my CRM account?

Posted on August 6, 2018Author Yamile FloresCategories Organization Settings, RecordsTags contact, email, lead, marketing, report, stats, view

How to Export your CRM views into Benchmark Email?

Posted on August 6, 2018Author Yamile FloresCategories Fields, RecordsTags contact, email, export, lead, list, marketing, view

How to create GDPR compliant Webforms?

Posted on May 15, 2018Author Yamile FloresCategories RecordsTags compliant, custom, customization, field, gdpr, law, rule, webform

How do I Forward an Email to a Benchmark CRM Contact or Lead Record?

Posted on January 2, 2018February 8, 2019Author Yamile FloresCategories RecordsTags contact, email, forward, fwd, lead, leads

How to Convert Leads in the Benchmark CRM?

Posted on December 18, 2017April 23, 2018Author Yamile FloresCategories RecordsTags contact, convert, create, crm, lead, leads

How to Mass reassign contacts?

Posted on May 24, 2017July 20, 2017Author Yamile FloresCategories Records, Users and PermissionsLeave a comment on How to Mass reassign contacts?

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