Frequently Asked Questions

Importing Contacts or Leads

Export Records

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

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

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

How to Export your CRM views into Benchmark Email?

How to create GDPR compliant Webforms?

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

How to Convert Leads in the Benchmark CRM?

How to Mass reassign contacts?