Getting Started
Helpful guides and answers for everything related to Getting Started.
You created your new SalesBinder account, now what?
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.
- Getting Started
- Customers
- Prospects
- Inventory Categories
- Settings
- Video Tutorials
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
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
Customizing your documents
SalesBinder currently allows you to customize your invoices and estimates in the following ways...
- Invoices
- Estimates
- Purchase Orders
- Sales Orders
Changing your account settings
SalesBinder has a very intuitive Settings area which enables you to finely customize your account to best suit your specific needs.
- Settings
- Getting Started
Setting up barcode scanning
Using barcode scanners in SalesBinder is a great way to streamline your workflow and it’s very easy to get setup.
- Barcodes
- Barcode Scanning
- Getting Started
- Inventory
- Settings