# Help Center

Find quick answers and step-by-step guides to get the most out of SMB Sales Boost.

Need direct help? Reach out to [support@smbsalesboost.com](mailto:support@smbsalesboost.com), but for quicker solutions, browse our support articles below.

## [How to Export Leads to CSV](/support/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 →](/support/how-to-export-leads-to-csv) 

## [How to Filter Leads by Location](/support/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 →](/support/how-to-filter-leads-by-location) 

## [How to Cancel Your Subscription](/support/how-to-cancel-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 →](/support/how-to-cancel-subscription) 

## [How to Upgrade Your Plan](/support/how-to-upgrade-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 →](/support/how-to-upgrade-plan) 

## [How to Search for New Businesses](/support/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 →](/support/how-to-search-for-new-businesses) 

## [What Data Is Included in Exports](/support/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 →](/support/what-data-is-included-in-exports) 

## [How to Use the SMB Sales Boost API](/support/how-to-connect-to-crm-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 →](/support/how-to-connect-to-crm-api) 

## [How to Use the MCP Server](/support/how-to-use-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 →](/support/how-to-use-mcp-server) 

## [How to Use Keyword Filters](/support/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 →](/support/how-to-use-keyword-filters) 

## [How to Change Your Password](/support/how-to-change-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 →](/support/how-to-change-password) 

## [How to Update Billing Info](/support/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 →](/support/how-to-update-billing-info) 

## [Understanding Credits and How They Work](/support/understanding-credits)

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 →](/support/understanding-credits) 

## [How to Purchase Additional Credits](/support/how-to-purchase-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 →](/support/how-to-purchase-credits) 

## [How to Set Up Automated Email Schedules](/support/how-to-set-up-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.

[Read more →](/support/how-to-set-up-email-schedules)