Knowledge BaseGetting Started

    You created your new SalesBinder account, now what?

    Updated on March 14th, 2024

    Congratulations on setting up a new SalesBinder account! This guide should help you gain a better understanding of what to do next now that your account is successfully activated.
    Here’s what we recommend doing first:

    1. Complete all of the information in your “Settings” page

    We highly recommend entering all the information on all of the settings pages. There’s a purpose for all of the information here and most of it is designed to save you time once you start using SalesBinder a lot.

    2. Create inventory locations

    Go to "Locations & Zones" and create your locations where your inventory will be stored. This can be warehouses, retail stores, storage lockers, mobile vehicles, or anywhere else you might keep your stuff. Setting up your locations from the beginning will save you a lot of time later because on the next step you'll be adding inventory into the system and you can specify one or more locations for each item.

    3. Create categories for your inventory then add/import some items

    We require your inventory to be categorized so it’s easier to manage in the long run. We recommend organizing your inventory into general categories so there’s no more than ~20 or so. The categories are also used to provide you with better, more accurate statistics about your inventory items and sales associated with them. Once you’ve created your categories, add some inventory items so you can see how it all works. Different categories of inventory can also have different custom fields specific to the type of goods being added to that category.

    4. Add some customer accounts (or import them from an existing list)

    If you’re an established business, you can start adding your existing customers into SalesBinder one at a time or by importing them from a spreadsheet (csv file). You can also add multiple contacts in case you deal with a number of different people from the same company. If your customer information is quite large and stored in a different system, you should be able to easily export that data as a CSV file. Once exported, you can easily import them into SalesBinder using “Tools” -> “Import Customer List” feature which could potentially save you hours of time over manually entering each customer.

    5. Enter some prospect accounts

    You might be wondering what SalesBinder specifically defines as "Prospects". It’s really quite simple, they’re exactly the same as Customers except they haven’t purchased anything from your business yet. We also keep you organized by automatically converting Prospects into Customers once you invoice them for something.

    That's it. You're off to a great start 🎉

    Completing these things means you're only just scratching the surface but this should get you going in the right direction. If you’ve followed this guide you should now have some customers, prospects and inventory added to your system.

    From here you can create some estimates or invoices, and see how all of that works. Once there’s some revenue being recorded into your system we also recommend heading over to the Financial Reports section where you’ll be able review how your business is doing financially.

    We hope this helped and as always, feel free to contact us if you have any questions at all!

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