Accounts
Helpful guides and answers for everything related to Accounts.
Setting up custom fields for all types of data
Custom Fields are available for all types of data in SalesBinder. It empowers you to tailor your SalesBinder account to your specific needs by creating extra fields that capture the exact data you uniquely require.
- Accounts
- Custom Fields
- Purchase Orders
- Invoices
- Sales Orders
Custom pricing tiers
You can setup custom pricing tiers as well as custom tax rates for your customers and prospects. This can be extremely useful for businesses that sell products with different pricing (ie. wholesale, retail, etc).
- Pricing
- Customer Discount
- Video Tutorials
- Accounts
The difference between customers and 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
- Customers
- Prospects
Adding new user accounts
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.
- User Accounts
- Team Members
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”.
- Customers
- Prospects
- Importing
- CSV
- Suppliers
Batch editing accounts
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.
- Customers
- Prospects
- Suppliers
- Batch Editing