Contacts

Learn how to add, organize, segment, and manage your contacts using BenchmarkONE's CRM.

Lindsey Stroud avatar Katie Culp avatar Support Team avatar
54 articles in this collection
Written by Lindsey Stroud, Katie Culp, and Support Team
Import and Manage

Manually Unsubscribe a Contact

Manually unsubscribe contacts by request or if you no longer want to email them.
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Written by Support Team
Updated over a week ago

Organizing Your Spreadsheet Before Importing

To make sure your import process goes smoothly, here are some guidelines for organizing and saving your spreadsheet before you start.
Katie Culp avatar
Written by Katie Culp
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.
Katie Culp avatar
Written by Katie Culp
Updated over a week ago

Importing Existing Contacts & Companies

Learn what data is appended to existing records upon import and what data is overwritten.
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Written by Katie Culp
Updated over a week ago

Merging Duplicate Contacts

If you find duplicate records in your BenchmarkONE database you can quickly merge those two records together.
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Written by Katie Culp
Updated over a week ago

Separate Contact First and Last Name in Excel

Prior to importing, make sure you have the first and last name fields in separate columns.
Katie Culp avatar
Written by Katie Culp
Updated over a week ago

How to Convert Your File to UTF-8 Encoding

To import a file into BenchmarkONE, it needs to be UTF-8 encoded. View instructions for converting your file.
Katie Culp avatar
Written by Katie Culp
Updated over a week ago

Adding a Single Contact

Quickly add individual contacts to your database.
Katie Culp avatar
Written by Katie Culp
Updated over a week ago

Manually Adding Contacts Quickly

Creating a simple online form can be a faster, easier way to input contact information than manually adding contacts on a one off basis.
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Written by Katie Culp
Updated over a week ago

How BenchmarkONE's Social Media Snapshot Works

BenchmarkONE can match your contact to their social media profiles, pull those networks in, and add an image to the Contact's record
Katie Culp avatar
Written by Katie Culp
Updated over a week ago

Choosing/Changing Profile Pictures

Add images to contact records.
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Written by Katie Culp
Updated over a week ago

Attaching Documents To A Contact Record

Upload and store important documents to a note.
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Written by Katie Culp
Updated over a week ago

Manually Boosting Contact Scores

Increase scores for an individual contact or as a group action.
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Written by Katie Culp
Updated over a week ago

How To Boost Contact Scores with Automations

Use automations and measure engagement levels of your prospective clients.
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Written by Katie Culp
Updated over a week ago

Tying Events to Contacts

Store important events in contact records and tie campaign communication to that date.
Katie Culp avatar
Written by Katie Culp
Updated over a week ago

Export My Contact List

Quickly export your contacts to a .CSV file.
Katie Culp avatar
Written by Katie Culp
Updated over a week ago

Adding & Editing Contacts Through Gmail Integration

Once the BenchmarkONE extension is up and running, you can quickly add or edit contacts through the Gmail integration. Here's how!
Katie Culp avatar
Written by Katie Culp
Updated over a week ago

Viewing Gmail Integration Activity in BenchmarkONE

View conversations from your Gmail inbox while using the web app.
Katie Culp avatar
Written by Katie Culp
Updated over a week ago
Filter and Segment

Customize the Contact List View

If you would like to quickly view the information you need most, you can easily customize your contact list view.
Lindsey Stroud avatar
Written by Lindsey Stroud
Updated over a week ago

Filter the Contact List View

Filter for the information most important to you based on contact, contact activity, company, and deal data.
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Written by Lindsey Stroud
Updated over a week ago

Contact Filters

Filter for default fields, custom fields and tags.
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Written by Lindsey Stroud
Updated over a week ago

Contact Activity

Learn more about your contacts through their engagement with your emails, website, forms, etc.
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Written by Lindsey Stroud
Updated over a week ago

Email Activity

View contacts that have been sent or not sent an email, and how they engaged (or did not engage) with that message.
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Written by Lindsey Stroud
Updated over a week ago

Filter Contacts That Have Clicked Links in Emails

View contacts that have clicked (or not clicked) through an email.
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Written by Lindsey Stroud
Updated over a week ago

Filter by Tags

Tags can be used to segment your contacts based on their groups, general interest, and behavior.
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Written by Lindsey Stroud
Updated over a week ago

Advanced Searching

With BenchmarkONE's and/or searching feature you can complete a boolean search for contacts, companies and deals.
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Written by Lindsey Stroud
Updated over a week ago

Updating Multiple Contacts or Taking a Group Action

Mass update or take action on a filtered list.
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Written by Lindsey Stroud
Updated over a week ago

Finding Contacts Who Have Unsubscribed or Complained of Spam

View contacts that have opted out of email communication.
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Written by Lindsey Stroud
Updated this week

Finding Contacts with Bounced or Invalid Email Addresses

Pull a list of contacts with a bounced or invalid email address.
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Written by Lindsey Stroud
Updated over a week ago

Finding Contacts Without an Email Address

Filter for contacts that are missing an email address.
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Written by Lindsey Stroud
Updated over a week ago

Check Your List To Avoid SPAM Complaints

Keep your list clean to ensure a good sender reputation.
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Written by Lindsey Stroud
Updated over a week ago

What Does "Can/Cannot Be Sent an Email" Mean?

Filter for contacts based on email deliverability.
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Written by Lindsey Stroud
Updated over a week ago

What Does Follow Up Frequency Mean?

Find your nurtured, engaged and neglected contacts.
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Written by Lindsey Stroud
Updated over a week ago