Knowledge Base

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 […]

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.

Here’s what we think you should do […]

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 […]

Accounts List (GET) – /customers.[format] (page, contextId)

The Accounts list is paginated. You can pass the “page” query string parameter followed by a number to access the other pages. The pagination limit is set to 16 per page. You also need to pass a contextId parameter […]

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 […]