Sage Sales Management

Product Learning

Introduces SSM, guides the user to access and solve first operational doubts

Welcome to Sage Sales Management

Start your Sage Sales Management journey with guided introductions to key areas, features and workflows, and discover where to learn more.

First Steps

Boost your sales tracking with emails from Sage Sales Management: personalisation with Sage Copilot, email tracking, and much more...

Sage Copilot

Find out how to manage and geolocate your accounts

Accounts

Contacts

Activity

Check out the status of all your business opportunities.

Opportunities

Products

Create and manage the evolution of your orders

Quotes & Orders

Add and download files from the application

Documents

All business information organized and visible for you to make better decisions.

Metrics

ForceManager integrates with your favourite applications


Integrations

How Sage Sales Managements is integrated with other Sage Products

Integrations with Sage

Discover Sage Sales Management add-ons and learn how to configure and use optional capabilities that extend your CRM.

Add-ons

API DEVELOPER'S GUIDE

Admin Sage Sales Management

Legal information, terms and conditions, and privacy policy for Sage Sales Management.

Legal Information

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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The solution for sales teams on the move

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