Once the BenchmarkONE extension is up and running, you can quickly add or edit contacts through the Gmail integration. Here's how!
Adding a New Contact
Quickly create a new contact one of two ways --
1) Select the body icon in the main list view to manually add a contact to your BenchmarkONE database.
Just like the web application, the integration will require a contact status and either first/last name or email address for all new contacts. All contact custom fields are available for selection as well as the ability to add tags. The sales rep cannot be selected and will default to the user entering the contact.
2) Create an email draft and enter the new contact's email address. The BenchmarkONE extension will populate, allowing you to create a new contact.
Editing an Existing Contact
Quickly edit an existing contact one of two ways --
1) Search for an existing contact in your system by using the magnifying glass in the main list view and entering first/last name or email address. The top 10 matches will populate in the view.
2) Create an email draft and enter the contact's email address. The BenchmarkONE extension will populate with the existing contact record.
Use the pencil icons to make changes to contact information and details. Quickly add a tag on the fly from the main contact record view by selecting the + sign next to Tags.
To pull up the contact record in the web app, click the arrow icon in the top right of the profile.