Frequently Asked Questions aero-right Records

What is the favorite fields section for?

We understand that all organizations are different from each other and therefore their needs will be different too, with our CRM you can customize and personalize the favorite fields in your account.  Let’s say you have a hair salon and you want to keep track of how often your clients come in and the services they get. By customizing the favorite fields, you can decide to show only the fields

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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

Importing Data: from a file Records

Export Records

To export records of any module from your CRM account, you first have to create a report. You can create reports for all the available modules. To Generate a Report follow steps below: From the right navigator, select new report. Add the following details to create a report. Name of the report (mandatory field) Description of the report Select the folder The module of which the reports should be created

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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

Fields Importing Data: from a file Records

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

Demo data are default records stored in your Benchmark CRM account. The functionality of the Contact, Leads and Opportunities records help you have an immediate view of how your records will show up the moment you begin adding your own.    To delete the demo data from your CRM account, follow the steps below: Log into your Benchmark CRM account. Click on the User Dropdown located in the header. Select

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

Create and send your campaign in your Benchmark account and view a report of the status and clicks of your email. To view your Benchmark Email reports within your Benchmark CRM account, follow the steps below: Log into your Benchmark CRM account. Click on the navigation icon and select Contacts or Leads. Select the name of the Contact/Lead you would like to see the report for. Scroll to the bottom

Organization Settings Records

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

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How to create GDPR compliant Webforms?

The GDPR mentions that the consent should be given by a clear affirmative act establishing a freely given, specific, informed and unambiguous indication of the data subject’s agreement and should cover all processing activities carried out for the same purpose or purposes. When the processing has multiple purposes, consent should be given for all of them. To learn more Click Here. In addition, where processing is based on the data

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

At some point you may want to transfer email conversations in your gmail/outlook/hotmail/macmail/ etc, to an existing Benchmark CRM Contact or Lead so that the email is stored as part of the CRM record.   For this FAQ we will use a Lead record as an example.   Log in to your Benchmark CRM account. On the more options button, select Leads. Click on the Lead of your choice. Now

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How to Convert Leads in the Benchmark CRM?

At some point, you may want to convert a Lead record to a Contact record. Within the Benchmark CRM, we provide with the necessary tools to do so.   Kindly follow the steps below to convert a Lead to a Contact. Log in to your Benchmark CRM account. Click on the icon  and select the Leads tab. Choose and click on the lead you would like to convert. On the Leads

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