BenchmarkONE

Monthly, annual billing statements or invoices available to view or export.

View Billing Statements

Support Team

Manage your account in one place! Get a detailed glance into your account settings and learn how to customize your database.

Account Settings

Manage your account, including users and security, email signature, customizations, email sync and integrations.

Guide to your Account Settings

Overview

Things change! Here's how to change account ownership over to another user.

Change Account Ownership

Invite additional users to work in your BenchmarkONE database and deactivate users that should no longer have access.

Add and Remove Users

BenchmarkONE user level permissions allow you to control what your users are able to see and do in the database.

User Level Security

Some users are restricted from viewing certain information for contacts, companies, and deals. See why.

What will I see if I can't access a record?

If your admin has set user permissions, you may be blocked from removing contact, company or deal records.

Why Can't I Delete This?

Customize your database to make BenchmarkONE fit your needs.

Customizations

Update the name and email stored on your user profile.

My Profile

Changing your username and password in BenchmarkONE is quick and easy. Here's how.

Username and Password

Edit the company information that displays in email footers from your Account Settings.

Block IMAP Activity for Internal Users

Set your currency in BenchmarkONE through account settings.

Setting International Currencies

Account Customizations

BenchmarkONE Free Plan

Organize users with our Teams feature to control what contacts they can access in the database.

Team Level Security

Account owners can quickly update the credit card associated to the account.

Update Your Credit Card

Account owners have the flexibility to upgrade or downgrade their accounts at any time.

Upgrade or Downgrade Your Account

System administrators can export the full database.

Export Your Database

This article will provide you with the steps needed to cancel your service, though we really hope you'll stay!

Cancel Your Account

Account Management

Send emails into BenchmarkONE and store them as notes on a contact record without having to copy and paste.

BCC Email Integration

Connect and integrate BenchmarkONE with other web apps by taking advantage of already-programmed API connections using Zapier.

Pre-Built Integrations

Integrations

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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