A useful resource for answering questions and learning about SalesBinder.

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Categories

Getting Started

Some tips on what to do first after you've activated your new account.

Accounts

Customer & prospect accounts. Everything you should know.

Inventory

All things related to managing your inventory, explained.

Orders

Everything you need to know about invoices, estimates, purchase orders, and packing lists.

Reports

Explanations for all things related to reports.

Settings

Explanations about how to change all of your settings and what they do.

Integrations

Everything related to our integrations platform. How each integration works, how to set it up, and use it.

iPhone App

Everything explained relating to using our SalesBinder iPhone App on iOS.

General

General articles with miscellaneous tips and tricks.



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