Topics

• Set Up and Adding Users 4
  • Configure Your Dashboard
  • Exploring 'Your Account'
  • Make Changes to Your Credit Card or Your Plan
  • Adding New Users
• Adding Contacts 2
  • Adding a New Contact
  • Importing Contacts with the Import Template
• Using the Quick Add Buttons 6
  • What are the Quick Add buttons?
  • Quick Add a New Contact
  • Quick Add a Communication
  • Quick Add a To-Do
  • Quick Add an Event
  • Quick Add a Deal
• Organizing with SuperTags and Lists 5
  • What is a SuperTag?
  • The SuperTag Library
  • How to Create a SuperTag
  • Viewing SuperTag Info
  • How to Build a List
• Exporting Lists 3
  • View Your Lists
  • Select which fields to export
  • Send your list to a spreadsheet
• Adding Emails as Communications 1
  • What is Batchbox?
• Using To-Dos to Manage Your Tasks 2
  • How do I add, delete, or edit a To-Do List item?
  • View and Complete your To-Do List
• Using Deals 2
  • What's the Deals Tab?
  • What is a Deal?
• Using Our Resources to Get More Information 4
  • Attend a Webinar
  • View our Screencasts
  • Read the FAQs
  • Email Support

Support

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Other Resources

• Batchbook for Beginners
• Batchbook FAQs