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
How to Mass reassign contacts?
The Mass Transfer tool is used to transfer multiple contacts, leads, activities and opportunities. Note : To transfer any records that you do not own, you must have the required user permissions as well as read sharing access on the records. From left navigator, click Contacts. Select multiple records you want to assign to other user. In order to select multiple records/contacts, you can use shift and click on the
Quick Create Form
Benchmark CRM offers a quick way to create a record for all the modules with the help of a tiny popup form called Quick Create Form. At times when you want to quickly create a record with minimum data, these forms come in handy. The only way to create individual records is to use the Quick Create Form, found in the header: Find the Quick Create Menu button in the
What is autosuggest?
What is autosuggest? Autosuggest is a helpful tool that helps a user find an existing record in a lookup field by typing the start of the name or subject in an input field. It works by querying the account's database and showing a list of records whose names or subjects are similar to the inputted text string. Any matching records will appear as a list under the input field. The user
What is autocreate?
What is autocreate? Autocreate allows a user to quickly create a record for a lookup record when a match can't be found. Since lookup records require the user to find an existing matching record in the target module for a field, the user can quickly create a record inline without having to leave the page he or she is on. Example: User is creating a support ticket and wants to relate the
What is an Activity?
What are activity records? Activities are the "to do's" records that help your team get things done. There are three types of activities: Tasks Events Calls These three items, though named differently, all populate the exact same table: the activities table. The important fields of activity records include: Subject Priority Due Date Activity Type Some important fields are shown or hidden according to the activity type Tasks - have this unique
What is a Project?
What are Project Records? Project Records help you organize anything that isn't an opportunity or support ticket. They are especially useful for managing a group of related tasks. Important Project fields include: Project Name Start Date/Time End Date/Time Phase What is the complete list of fields for project records? Each CRM account will start off with a set of Default CRM Fields. An admin of your account can also add custom
What is a Support Ticket?
What are Support Tickets? Support Tickets are record that help you organize and track customer service issues or cases. Important support ticket fields include: subject description status priority requestor requestor can be the contact who has the issue requestor can also be an internal user What is the complete list of fields for Support Ticket records? Each CRM account will start off with a set of Default CRM Fields. An admin
What is an Opportunity?
What are Opportunities? Opportunities are records that help you to track and organize potential sales or deals for your business. Important fields for opportunities include: Opportunity Name Expected Close Date Amount You can also relate the opportunity to a contact record or an organization record. What is the complete list of fields for project records? Each CRM account will start off with a set of Default CRM Fields. An admin of
What is an Organization
Organizations are one of the main record types of the CRM. They are not people, but the companies or organizations they work for. A user will input a company or organization’s name and other details through an ADD or EDIT organization page and the CRM will create or update a record in the ORGANIZATIONS table. Important Organization fields include: Organization Name Phone Number Website Main Contact What is the complete