With the Benchmark CRM, you can create customized views with the help of tags. Following are the steps to create new views using tags.
- Using the left navigation, select Leads/Contacts.
- Click on the views button on the right side of the window to open a drop down.
- Click on ‘Create New View’ button.
- Select, Meets Any Condition or Meets all Conditions as per preference.
- Views with tags can be creating on following two basis
- Once the conditions are created and saved. Add a new name to the view to save it.
- The CRM automatically selects the newly created view and shows the results accordingly.