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.

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

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

Find answers and get help from Intercom Support and Community Experts

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Try using different keywords or checking for typos.

Track the progress of all tickets related to your company.

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