Help Center
Find answers to common questions about using SMB Sales Boost
Need direct help? Reach out to support@smbsalesboost.com, but for quicker solutions, browse our support articles below.
How to Export Leads to CSV
Go to your Dashboard, apply any desired filters to narrow your leads, then click the "Export CSV" button in the top-right corner. Your browser will.
Read more →How to Filter Leads by Location
On the Dashboard, use the Location filter panel to select specific states and cities. Your leads table updates instantly to show only businesses in.
Read more →How to Cancel Your Subscription
Go to Account Settings, click the Billing tab, then select "Cancel Subscription." Your access continues until the end of your current billing.
Read more →How to Upgrade Your Plan
Navigate to Account Settings > Billing tab and click "Upgrade Plan." Choose your new plan tier, confirm payment through Stripe, and your upgraded.
Read more →How to Search for New Businesses
Use the Dashboard's filter panel to search for growing local businesses by state, city, industry, and keywords. Results update in real-time as you.
Read more →What Data Is Included in Exports
CSV exports include company name, industry, contact name, title, phone number, email address, full mailing address, website URL, revenue range,.
Read more →How to Use the SMB Sales Boost API
All paid plan subscribers can access the SMB Sales Boost REST API. Generate an API key from Account Settings > API tab, then use our endpoints to.
Read more →How to Use the MCP Server
SMB Sales Boost provides an MCP (Model Context Protocol) server that lets AI assistants like Claude search leads, export data, manage filter.
Read more →How to Use Keyword Filters
Keyword filters let you include or exclude leads based on specific terms in their business description. Add positive keywords to find relevant.
Read more →How to Change Your Password
If you signed up with email and password, you can reset your password through the login page by clicking "Forgot Password." A password reset link.
Read more →How to Update Billing Info
Go to Account Settings > Billing tab to manage your payment details. SMB Sales Boost uses Stripe for secure billing, so you can update your credit.
Read more →Understanding Credits and How They Work
Credits are the currency you use to access lead data. Each new lead you view or export costs 1 credit. Previously exported leads are free to access.
Read more →How to Purchase Additional Credits
Go to Account Settings > Billing tab and click Purchase Credits. Choose the number of credits or dollar amount, and the purchase is charged to your.
Read more →How to Set Up Automated Email Schedules
Email schedules automatically send you fresh lead exports on a recurring basis. Go to Account Settings > Email Schedules, create a new schedule by.
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