Knowledge Base

    Setting up custom fields for all types of data

    • Accounts
    • Custom Fields
    • Purchase Orders
    • Invoices
    • Sales Orders

    Custom Fields are available for all types of data in SalesBinder. It empowers you to tailor your SalesBinder account to your specific needs by creating extra fields that capture the exact data you uniquely require.

    Custom pricing tiers

    • Pricing
    • Customer Discount
    • Video Tutorials
    • Accounts

    You can setup custom pricing tiers as well as custom tax rates for your customers and prospects. This can be extremely useful for businesses that sell products with different pricing (ie. wholesale, retail, etc).

    The difference between customers and prospects

    • Customers
    • Prospects

    This is a very common question to have if you’re not quite familiar with SalesBinder. Customers and Prospects are almost identical except for these differences

    Adding new user accounts

    • User Accounts
    • Team Members

    Adding new users accounts in SalesBinder only takes a few easy steps, assuming your account has been upgraded beyond the free plan to allow for more users.

    Importing customer, prospect, supplier accounts

    • Customers
    • Prospects
    • Importing
    • CSV
    • Suppliers

    When viewing your customer list (or prospect list) you’ll see a button in the toolbar labeled “Import Customers” or “Import Prospects”.

    Batch editing accounts

    • Customers
    • Prospects
    • Suppliers
    • Batch Editing

    If you’re wanting to mass delete or archive a lot of your accounts (customers, prospects, or suppliers), batch edit mode is a great tool for this. Using SalesBinder’s batch edit mode you can check off specific accounts (or the entire page in 1 click) and then either delete or archive them.

    Need more support?

    If you don't find an answer in our Knowledge Base, feel free to contact us.

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