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Frequently Asked Questions aero-right CRM 101 aero-right How do I switch to my integrated CRM account from my Benchmark Email account?

How do I switch to my integrated CRM account from my Benchmark Email account?

CRM 101 Updated on September 9, 2019

If you added CRM from within your Benchmark Email account, you’ll see two places to switch between your workspaces. This allows you to easily jump from CRM to Email Marketing and vice versa.

In Benchmark Email with integrated CRM, there are two switch to CRM buttons

1.  on the left side of your screen

2. in the user dropdown

 

In Benchmark CRM accounts with integrated Email Marketing:

  1. use the arrow with circles button

 

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