Knowledge Base » Accounts

Adding New User Accounts

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.

  • Make sure you’re logged in an Account Administrator
  • Go to “Settings” (top right corner of your screen)
  • Have a look at […]
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    Batch Editing Accounts

    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 […]

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    Importing Customer and Prospect Accounts

    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:

  • Browse your harddrive for the CSV file
  • Click the  “Next Step” button
  • Tell SalesBinder which data columns […]
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    The different between Customer accounts and Prospect Accounts

    Updated: November 22, 2011

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

  • Customer Accounts are for businesses that have actually bought something from your business
  • Prospect Accounts are for businesses that you might have […]
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