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
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
- 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.
The difference between customers and 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