What is a company?
Companies are the starting point for organising sales information in Sage Sales Management.
A company represents any organisation, customer, supplier or entity that your team has a professional relationship with. From a company, you can create and link contacts, opportunities, activities and other sales information.
Each company can be assigned to an owner, making it easier to keep track of accounts and identify who manages each customer within the team.
Explore the Companies menu
The Companies menu is available in both the web app and mobile app.
Although each version adapts how information is displayed to suit the way you work on each device, both show the same data and keep information synchronised.
Discover how a company is organised, what information its record contains and how to use this module to manage your customer accounts.