BenchmarkONE allows you to update multiple contacts quickly and easily and also makes it super simple to take a group Action.
- First, you'll want to filter for the group of contacts that you'd like to update or those you would like to take some sort of action on.
- Once you have your filter set, use the checkbox next to "name" on the first line. By default BenchmarkONE will only select the first page, you will then be able to select the entire group included in that search, or a specific number.
- Once you have your list selected, click the Actions drop-down
- From here, you can choose any of the available Actions. Selecting "update contact record" will allow you to update the contact's status and sales rep. We've put the most common Actions towards the top, to see the full list click "show more."