BenchmarkONE

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

Support Team

Customize and Filter

Find answers and get help from Intercom Support and Community Experts

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