BenchmarkONE Help Deck
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Getting Started
Getting Started
Hit the ground running right from the start. Helpful resources are just a few clicks away.
21 articles in this collection
Written by
Lindsey Stroud,
Erin Posey,
and
Support Team
Quickstart Checklist
Follow these ten easy steps to database setup!
Written by
Lindsey Stroud
Updated over a week ago
Overview Videos
Watch our overview videos to get acquainted with BenchmarkONE and off on the right foot.
Written by
Lindsey Stroud
Updated over a week ago
Email Authentication
Improve your deliverability to the inbox by authenticating your domain with BenchmarkONE.
Written by
Lindsey Stroud
Updated over a week ago
Guide to Account Settings
Manage your account, including users and security, email signature, customizations, email sync and integrations.
Written by
Lindsey Stroud
Updated over a week ago
Add and Remove Users
Invite additional users to work in your BenchmarkONE database and deactivate users that should no longer have access.
Written by
Lindsey Stroud
Updated this week
Step-by-Step Guide: Gmail Integration
Ensure that contacts, tasks and conversations won’t fall through the cracks by bringing BenchmarkONE directly into the inbox.
Written by
Support Team
Updated yesterday
Customizations
Customize your database to make BenchmarkONE fit your needs.
Written by
Lindsey Stroud
Updated over a week ago
Dashboard: Marketing
The marketing dashboard provides you with a robust view of your most important marketing metrics.
Written by
Lindsey Stroud
Updated over a week ago
Dashboard: Sales
The sales dashboard provides you with a robust view of your most important sales metrics.
Written by
Lindsey Stroud
Updated over a week ago
Step-by-Step Guide: Connecting to IMAP
Sync email correspondence on contact records by connecting to IMAP providers.
Written by
Lindsey Stroud
Updated over a week ago
Step-by-Step Guide to Creating an Online Form
Capture contacts through online forms and set up automations once they come into your BenchmarkONE database.
Written by
Lindsey Stroud
Updated over a week ago
Step-by-Step Guide to Creating Emails
Overview article on creating emails, including basic editor, drag & drop and using your own HTML code.
Written by
Lindsey Stroud
Updated over a week ago
Step-by-Step Guide to Building a Campaign
Detailed guide on creating and editing regular campaigns, event-based campaigns, and using a pre-built campaign template.
Written by
Lindsey Stroud
Updated over a week ago
Step-by-Step Guide to Creating a Deal
Check out this complete guide to customizing your deal pipeline and creating a deal for contacts manually or through automation.
Written by
Lindsey Stroud
Updated over a week ago
Step-by-Step Guide to Importing a Spreadsheet
Quickly add contacts and companies from a spreadsheet using our import wizard.
Written by
Lindsey Stroud
Updated over a week ago
Sending an Email
Learn how to send an email to one or more contacts.
Written by
Lindsey Stroud
Updated over a week ago
Customize Columns in List Views
Customize your contact, company and deal list views per user.
Written by
Erin Posey
Updated over a week ago
Step-by-Step Guide to Webpage Tracking Setup
We walk through accessing the tracking code, bringing your webpages into BenchmarkONE, and adding automations.
Written by
Lindsey Stroud
Updated over a week ago
BenchmarkONE Mobile
BenchmarkONE Mobile is the perfect companion to accelerate your sales and marketing engine.
Written by
Lindsey Stroud
Updated over a week ago
How does the search bar in BenchmarkONE work?
The global search bar is a quick & easy way to find Contact, Company or Deal records in BenchmarkONE.
Written by
Lindsey Stroud
Updated over a week ago
Hire a BenchmarkONE Partner
Our partners are able to assist with all things BenchmarkONE related, as well as offering additional marketing services you may need.
Written by
Lindsey Stroud
Updated over a week ago