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Frequently Asked Questions aero-right CRM 101 aero-right How do I access the Full Form Create of Record pages in the CRM?

How do I access the Full Form Create of Record pages in the CRM?

CRM 101 Updated on April 8, 2019

Having quick access to the full form create record pages will allow you to be more lean and effective as you input important data into your Benchmark CRM account.

The following are the record types available in the CRM:

  • Emails      
  • Leads
  • Contacts
  • Organizations
  • Opportunities
  • Support Tickets
  • Projects
  • Tasks
  • Events
  • Calls
  • Reports

 

There are two ways to access the full form create record pages. Let’s use record type Contacts as an example to help us understand.

To access through the Home Drop-down Menu:

  1. Log in to your Benchmark CRM account.
  2. On the Home Drop-Down Menu, select Contacts.
  3. Then click on the Add button on the top-right of the Contacts page.
  4. Now, select Add Contact.
  5. You have now accessed the full form create page. Fill out the form and click on the checkbox button at the bottom of the page to complete.

 

crm benchmark add contact

To access through the Navigation Toolbar:

  1. Log in to your Benchmark CRM account.
  2. Then select the Navigation Toolbar on the top-right of the Home page.
  3. Now, select New Contact
  4. You will be prompted to the full form create page. Fill out the available spaces and scroll to the bottom of the page and press the checkbox button.

 

add contact crm benchmark

You can use both ways to manage your record types and manage your data in a more efficient way.

If you have additional questions, please feel free to contact our Support team via email.

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