Need help? All paying customers receive two hours of New Customer On-Boarding assistance. (learn more)
BatchBook New Customer On-Boarding
Welcome to BatchBook. We’ve compiled some information to help get you up and running quickly.
Part 1: Adding Contacts & Communications
- Importing
- Adding new contacts
- Setting up Outlook
Part 2: Customizing Your Contact Data
- Tagging
- SuperTagging
- Adding custom fields
- Affiliating contacts
Part 3: Viewing Contact Data
- Lists
- Reports
- Mailing labels
- Mailing lists
And a few other resources from BatchBlue:
- Product updates on the BatchBlue Blog
- Short video demonstrations of BatchBook’s functionality
- Information on data security
- Upgrade options
Need help? Visit the support site, including FAQs on the above and many, many more topics.