Knowledge Base
Getting Started

    You created your new SalesBinder account, now what?

    • Getting Started
    • Customers
    • Prospects
    • Inventory Categories
    • Settings
    • Video Tutorials

    Congratulations on setting up a new SalesBinder account and migrating your business’s management system to the cloud! This guide should help you gain a better understanding of what to do next now that your account is successfully activated.

    Inventory management overview

    • Inventory
    • Getting Started

    Inventory management inside SalesBinder is done automatically for you. Your stock levels will automatically decrease and increase based on actions you complete in the system. Here's a breakdown how this all happens.

    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”.

    Customizing your documents

    • Invoices
    • Estimates
    • Purchase Orders
    • Sales Orders

    SalesBinder currently allows you to customize your invoices and estimates in the following ways...

    Changing your account settings

    • Settings
    • Getting Started

    SalesBinder has a very intuitive Settings area which enables you to finely customize your account to best suit your specific needs.

    Setting up barcode scanning

    • Barcodes
    • Barcode Scanning
    • Getting Started
    • Inventory
    • Settings

    Using barcode scanners in SalesBinder is a great way to streamline your workflow and it’s very easy to get setup.

    Need more support?

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

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