General
Helpful guides and answers for everything related to General.
Getting started with Tasks & Reminders
Keep track of follow-ups, plan your day, and give your team a clear picture of what needs to happen next. SalesBinder’s Tasks & Reminders lets you assign work to yourself or another team member, set deadlines, and receive a helpful nudge when it’s time to take action.
- Tasks
- Reminders
Inventory management overview
Inventory management inside SalesBinder is done automatically for you. Your stock levels will automatically decrease and increase based on actions you complete in the system. Here's a breakdown how this all happens.
- Inventory
- Getting Started
Updating your subscription billing information
Keeping your billing information up-to-date in SalesBinder is a quick and easy process. We understand your billing information can change from time to time for many factors, so we’ve made this process very quick and easy.
- Billing
- Subscription
- Credit Card
- Settings
Generating your API key
You can generate a new API Key by going into your “Profile” once logged into SalesBinder (the link is found in the top right corner of every page).
- API
- Access Control
Upgrade, downgrade, or cancel your subscription
If you’re ever wanting to change your subscription with us and close your account, it’s a simple process. You can rest assured there’s no fine print, forced commitments, or cancelation fees either.
- Subscription
- Upgrade
- Downgrade
- Close Account
Hiding inventory items from the API
If you’re currently using our SalesBinder API to publish your inventory data into a 3rd party system or website, you have the option of hiding specific items.
- API
- Integrations