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Getting Started

Resources to help you get started using SalesManager, formerly NorthBoundary

Customer Relations and Sales Management

SalesManager provides a robust set of tools to help maximize the effectiveness of sales calls, proposal follow-up, and customer care

Maintenance Proposal Management

Home of SalesManager Maintenace Proposal user guides and FAQs

Project Proposal Manangement

Home of SalesManager Project Proposal user guides and FAQs

Additional Tools and Features

This category contains additional tools and features, including Customer Care, System Analysis, Job Planner, and Strategic Account Management.

Administrators and System Settings

These articles are for Administrators who will need to setup and maintain their company's SalesManager account

SalesManager Support

Explore the different paths to getting the Help and Training you need to succeed

ServiceTrade + SalesManager

This category includes information about ServiceTrade and SalesManager's Data Exchange

Release Notes

Home of Release Notes for SalesManager