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.
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”.