BenchmarkONE Help Deck
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Contacts
Contacts
Learn how to add, organize, segment, and manage your contacts using BenchmarkONE's CRM.
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60 articles in this collection
Written by
Erin Posey,
Support Team,
and
Lori Naeger
Customize and Organize
Activity Feed: Deliverability Status Indicators
Understanding contact deliverability statuses within contact activity feeds.
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Written by
Lori Naeger
Updated over a week ago
Step-by-Step Guide To Contact Statuses
Statuses help to identify your relationship with contacts and how they evolve through the nurturing process.
Written by
Support Team
Updated over a week ago
Using Tags
Tags are a great way to segment, organize, and track contacts
Written by
Support Team
Updated over a week ago
Adding or Removing Tags
Use automations, work from a record, or take a group action.
Written by
Support Team
Updated over a week ago
Adding and Filtering by Custom Fields
Capture, store and filter custom data
Written by
Support Team
Updated over a week ago
Custom Field Character Limit
Custom Fields allow you to store additional information, but there is a character limit you should be aware of.
Written by
Support Team
Updated over a week ago
How Contact Scoring Works
Tracking your most engaged contacts.
Written by
Support Team
Updated over a week ago
Updating How Your Contact Scores Are Calculated
Edit the points associated with each available action to track your contacts' engagement.
Written by
Support Team
Updated over a week ago
Adding and Using Lead Sources
Track your channels to find out where your hottest leads are coming from.
Written by
Support Team
Updated over a week ago
How do I use Purchases?
Here is a guide to setting up your categories and using the manual purchase tool.
Written by
Support Team
Updated over a week ago
Import and Manage
Connecting Contacts+ and BenchmarkONE
Getting your contacts out of BenchmarkONE and ready to import into Contacts+ takes just a few minutes.
Written by
Erin Posey
Updated over a week ago
Quick Actions Menu
Quickly perform common actions like sending an email, adding a contact, or entering a note from anywhere in the system.
Written by
Support Team
Updated over a week ago
Manually Unsubscribe a Contact
Manually unsubscribe contacts by request or if you no longer want to email them.
Written by
Support Team
Updated over a week ago
Organizing Your Spreadsheet Before Importing
To make sure your import process goes smoothly, here are some guidelines for organizing and saving your spreadsheet before you start.
Written by
Support Team
Updated over a week ago
Step-by-Step Guide to Importing a Spreadsheet
Quickly add contacts and companies from a spreadsheet using our import wizard.
Written by
Support Team
Updated over a week ago
Importing Existing Contacts & Companies
Learn what data is appended to existing records upon import and what data is overwritten.
Written by
Support Team
Updated over a week ago
Merging Duplicate Contacts
If you find duplicate records in your BenchmarkONE database you can quickly merge those two records together.
Written by
Support Team
Updated over a week ago
Separate Contact First and Last Name in Excel
Prior to importing, make sure you have the first and last name fields in separate columns.
Written by
Support Team
Updated over a week ago
How to Convert Your File to UTF-8 Encoding
To import a file into BenchmarkONE, it needs to be UTF-8 encoded. View instructions for converting your file.
Written by
Support Team
Updated over a week ago
Adding a Single Contact
Quickly add individual contacts to your database.
Written by
Support Team
Updated over a week ago
Manually Adding Contacts Quickly
Creating a simple online form can be a faster, easier way to input contact information than manually adding contacts on a one off basis.
Written by
Support Team
Updated over a week ago
How BenchmarkONE's Social Media Snapshot Works
BenchmarkONE can match your contact to their social media profiles, pull those networks in, and add an image to the Contact's record
Written by
Support Team
Updated over a week ago
Choosing/Changing Profile Pictures
Add images to contact records.
Written by
Support Team
Updated over a week ago
Attaching Documents To A Contact Record
Upload and store important documents to a note.
Written by
Support Team
Updated over a week ago
Manually Boosting Contact Scores
Increase scores for an individual contact or as a group action.
Written by
Support Team
Updated over a week ago
How To Boost Contact Scores with Automations
Use automations and measure engagement levels of your prospective clients.
Written by
Support Team
Updated over a week ago
Tying Events to Contacts
Store important events in contact records and tie campaign communication to that date.
Written by
Support Team
Updated over a week ago
Export My Contact List
Quickly export your contacts to a .CSV file.
Written by
Support Team
Updated over a week ago
Adding & Editing Contacts Through Gmail Integration
Once the BenchmarkONE extension is up and running, you can quickly add or edit contacts through the Gmail integration. Here's how!
Written by
Support Team
Updated over a week ago
Viewing Gmail Integration Activity in BenchmarkONE
View conversations from your Gmail inbox while using the web app.
Written by
Support Team
Updated over a week ago
Filter and Segment
Filtering on Negative Tags
Filters can be adjusted to search for the inverse of contacts with specific tags. Also known as contact suppression.
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Written by
Lori Naeger
Updated over a week ago
Customize the Contact List View
Quickly view the information you need most by customizing your contact list view.
Written by
Support Team
Updated over a week ago
Tag Score vs. Contact Score
Tag Scores accumulate and never decline, while Contact Scores are dependent on a time window and can detract back to zero. Learn more!
Written by
Support Team
Updated over a week ago
Filter the Contact List View
Filter for the information most important to you based on contact, contact activity, company, and deal data.
Written by
Support Team
Updated over a week ago
Contact Filters
Filter for default fields, custom fields and tags.
Written by
Support Team
Updated over a week ago
Contact Activity
Learn more about your contacts through their engagement with your emails, website, forms, etc.
Written by
Support Team
Updated over a week ago
Email Activity
View contacts that have been sent or not sent an email, and how they engaged (or did not engage) with that message.
Written by
Support Team
Updated over a week ago
Filter Contacts That Have Clicked Links in Emails
View contacts that have clicked (or not clicked) through an email.
Written by
Support Team
Updated over a week ago
Filter by Tags
Tags can be used to segment your contacts based on their groups, general interest, and behavior.
Written by
Support Team
Updated over a week ago
Advanced Searching
With BenchmarkONE's and/or searching feature you can complete a boolean search for contacts, companies and deals.
Written by
Support Team
Updated over a week ago
Updating Multiple Contacts or Taking a Group Action
Mass update or take action on a filtered list.
Written by
Support Team
Updated over a week ago
Finding Contacts Who Have Unsubscribed or Complained of Spam
View contacts that have opted out of email communication.
Written by
Support Team
Updated over a week ago
Finding Contacts with Bounced or Invalid Email Addresses
Pull a list of contacts with a bounced or invalid email address.
Written by
Support Team
Updated over a week ago
Finding Contacts Without an Email Address
Filter for contacts that are missing an email address.
Written by
Support Team
Updated over a week ago
Check Your List To Avoid SPAM Complaints
Keep your list clean to ensure a good sender reputation.
Written by
Support Team
Updated over a week ago
What Does "Can/Cannot Be Sent an Email" Mean?
Filter for contacts based on email deliverability.
Written by
Support Team
Updated over a week ago
What Does Follow Up Frequency Mean?
Find your nurtured, engaged and neglected contacts.
Written by
Support Team
Updated over a week ago
Task Management
Customize the Tasks List View
View the information you need most by customizing data columns in your tasks tab.
Written by
Support Team
Updated over a week ago
Managing Tasks
Keep track of your to do's and check off your follow-up.
Written by
Support Team
Updated over a week ago
How Can I Manage Task Types?
Create as many types necessary to organize your follow-up efforts.
Written by
Support Team
Updated over a week ago
How Can I Make a Task High Priority?
Flag tasks to see which ones will require immediate attention.
Written by
Support Team
Updated over a week ago
How Can I Update Multiple Tasks at Once?
Update or take an action on multiple tasks at once from the tasks list view.
Written by
Support Team
Updated over a week ago
How Can I Backdate a Task?
Backdate and complete any task to record the activity in a record.
Written by
Support Team
Updated over a week ago
Companies
Step-by-Step Guide to Importing Companies
Quickly add companies from a spreadsheet using our import wizard.
Written by
Support Team
Updated over a week ago
Merging Duplicate Companies
If you find duplicate records in your BenchmarkONE database you can quickly merge those two records together.
Written by
Support Team
Updated over a week ago
Guide to Associated Companies
Filter and search on company information.
Written by
Support Team
Updated over a week ago
How Can I Update Multiple Companies?
Use a group action to mass update companies.
Written by
Support Team
Updated over a week ago
Customizing Company List View
See the information most important to you at a glance.
Written by
Support Team
Updated over a week ago
How Can I Filter My Company List View?
Search and find important company information.
Written by
Support Team
Updated over a week ago
If I Change a Company's Status, does it Change for all Contacts?
Company vs. Contact statuses explained.
Written by
Support Team
Updated over a week ago