Onboarding - Day 3 - BenchmarkONE

Onboarding Day 3

*Have you scheduled with your Consultant yet?

Make sure to schedule your first session with them to help you customize BenchmarkONE for your business.

Day 3 Overview

This video walks you through setting up your sales process, using tag rules for advanced automation, identifying high contact scores, and integrating your personal inbox with BenchmarkONE.

What’s Next

After the video, here are some things to work on:

  • Set up your deal statuses and create a sample deal
  • Brainstorm potential uses for tag rules
  • Customize your BCC integration settings

Additional Resources

Need a review? Access the other 2 Onboarding videos here.