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.
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.
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