Batchbook Support Documents
FAQs, Knowledge Base and Videos for Batchbook!
Topics
- Account Setting 9
- Automations 9
- Advanced Search 4
- Batchbox 5
- Communications 3
- Contacts 9
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Custom Fields
9
- What are Custom Field Sets?
- What Custom Field Sets are pre-defined in the account?
- How do I add Custom Fields? (Video Included!)
- Custom Field Types
- Custom Field Examples for Contacts
- Custom Field Examples for Communications
- Custom Field Examples for To-Dos
- Editing & Deleting Custom Fields
- Using Batch Actions To Update A Contact With Duplicate Custom Field Sets
- Customer Support 1
- Dashboard 2
- Data Security 5
- Deals 5
- Disqus 5
- Emailing in Batchbook 2
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Eventbrite
10
- Eventbrite Integration Highlights!
- How do I activate the Eventbrite integration in Batchbook?
- How to connect to Batchbook from within the Eventbrite Spectrum
- How to import my contacts from from within the Eventbrite Marketplace
- How do I import my contacts and past event details from Eventbrite?
- How do I send a list of contacts and email addresses to Eventbrite?
- What data is automatically saved in Batchbook?
- How do I cross promote events using an email marketing service, like Mailchimp?
- How do I follow-up & keep in touch with Eventbrite attendees?
- How do I view a contact's event attendance history?
- Exporting Data 3
- Formstack 2
- FreshBooks - Powered By Zapier 3
- Google Contacts & Marketplace 2
- Gmail Integration 6
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Hootsuite
9
- What is HootSuite?
- How to add the Batchbook App to HootSuite
- What HootSuite information is brought in to the contact detail page?
- HootSuite Dashboard Widget
- How do I delete my HootSuite integration?
- How do I add contacts to Batchbook from HootSuite?
- How do I add communications from HootSuite to Batchbook?
- How to find HootSuite contacts in Batchbook
- How to view Batchbook contact info in HootSuite
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Import Contacts
9
- What data can I import?
- How do I import my contacts into Batchbook?
- Drag & Drop Importing
- Creating Custom Fields On Import
- How to Import from a Spreadsheet
- Importing Custom Data
- How to import multiple employees to the same company without creating duplicate company records
- Tips for cleaning up your csv file before import
- Export Outlook Contact on Mac to csv for import
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Lists/Reports
12
- What are Lists
- What Lists are pre-defined in the account
- How to create a new List
- How to edit an existing List
- Delete List/Imports
- Create a List from Search Results
- Lists Overview
- List Detail Overview
- Export your List to CSV/Excel
- Create Print only View of List
- Sample Lists for Insurance
- Nurture relationships by staying in touch
- MailChimp 7
- Mailing Labels 1
- Mobile 2
- Payments 3
- QuickBooks Online 6
- Sales Workflow 6
- Social Search 4
- Tags 3
- To-Dos 8
- Xero 6
- Zapier 4
- Can't find what you're looking for? 1
- Facebook Lead Ads 1
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Batchbook is closing
9
- Batchbook closing - now what happens?
- Migrating to Pipeline Deals
- Company & Contact Detail pages in PipelineDeals
- Email and Communications in PipelineDeals
- CSV and PDF Exports in PipelineDeals
- Custom Fields in PipelineDeals
- Overview of Sales Reporting and Forecasting in PipelineDeals
- Contact Browse In PipelineDeals
- How do I export my data?
Other Resources
Batchbook Support Docs
- Batchbook Knowledge Base