BenchmarkONE

Support Team

Learn how to set up your deal stages, create deals manually or through automation, track sales through reporting, and more!

Deals

Closing deals is exciting! We give you the ability to customize, track, manage and close deals easily with our Deals module.

Explanation of BenchmarkONE Deals

Check out this complete guide to customizing your deal pipeline and creating a deal for contacts manually or through automation.

Create a Deal: Step-by-Step Guide

BenchmarkONE helps you automate deal processes that you used to do manually!

Create a Deal by Automation

Create a deal for contacts manually through the contact record, contact list view or deals tab.

Create a Deal Manually

Reporting is key for tracking sales & improving efforts to close more deals! Get an overview about each report to help gain further insight.

Sales Reports Overview

Create  & Report

We know every business is different. Use this guide to customize the deal stages to match your sales process.

Set Up and Customize Deal Stages

BenchmarkONE allows you to customize the Deals List View to see the information most relevant to you and your company.

Customize the Deals List View

Use filters to pull information on deals, associated contacts, contact activity and associated companies through the Deals List View.

Filter the Deals List View

Search & filter for contacts that have deals in BenchmarkONE that match certain criteria, or find contacts without a deal to engage with.

Guide to Associated Deals Filters

Quickly view the deals in each stage using the deal status bar. Clicking into each stage will show corresponding deal information.

Using the Deal Status Bar

Customize and Filter

Applying actions, such as tasks, notes, detailed updates, and custom fields on one or more deals is quick and easy! We'll show you how.

Apply Actions to Deal Records

Update the status, sales rep, value, forecasted close date, win probability, and lead source for multiple deals at once.

Bulk Edit Deal Fields

BenchmarkONE gives you the ability to easily export a filtered list or all of your Deals into a CSV file.

Export Deals

Deal Actions

Automating the creation of a deal is a great time saver! We provide a simple flowchart to show you how.

Flowchart: New Deal Process Automation [Basic]

Automating the creation of a deal is a great time saver! We provide a detailed flowchart to guide you through the life cycle of a deal.

Flowchart: New Deal Process Automation [Advanced]

A great way to make sure you are following up with your qualified sales leads in a timely manner is to use an automated Sales Campaign.

Flowchart: Sales Sequence from Nurture Campaign

Flowchart Examples

Find answers and get help from Intercom Support and Community Experts

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