Updated: January 13, 2021
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.
Updated: September 5, 2018
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 […]
Updated: January 17, 2018
When viewing your customer list (or prospect list) you’ll see a button in the toolbar labeled “Import Customers” or “Import Prospects”. All you need to do is click that button then:
Updated: November 22, 2011