Updated: September 5, 2018
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 […]
Updated: September 5, 2018
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 […]
Updated: January 17, 2018
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:
Updated: November 25, 2013
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 […]
Updated: November 22, 2011