Help Center
Find quick answers and step-by-step guides to get the most out of SMB Sales Boost.
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...
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...
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 newly registered businesses by state, city, industry, and keywords. Results update in real-time as...
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 Connect to CRM via API
Paid plan users can access the SMB Sales Boost API from the API tab in Account Settings. Generate an API key, then use our REST endpoints to...
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 Your Billing Information
Go to Account Settings > Billing tab to manage your payment details. SMB Sales Boost uses Stripe for secure billing, so you can update your...
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