BenchmarkONE

Understanding contact deliverability statuses within contact activity feeds.

Activity Feed: Deliverability Status Indicators

Statuses help to identify your relationship with contacts and how they evolve through the nurturing process.

Step-by-Step Guide To Contact Statuses

Tags are a great way to segment, organize, and track contacts

Using Tags

Use automations, work from a record, or take a group action.

Adding or Removing Tags

Adding and Filtering by Custom Fields

Custom Fields allow you to store additional information, but there is a character limit you should be aware of.

Custom Field Character Limit

How Contact Scoring Works

Edit the points associated with each available action to track your contacts' engagement.

Updating How Your Contact Scores Are Calculated

Track your channels to find out where your hottest leads are coming from.

Adding and Using Lead Sources

Here is a guide to setting up your categories and using the manual purchase tool.

How do I use Purchases?

Support Team

Customize and Organize

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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