What are Accounts?
Accounts are the organisations you work with in Sage Sales Management. They can represent customers, prospects, former customers, partners, suppliers or any other business relationship you want to manage.
Accounts are the starting point for organising your commercial activity, as contacts, activities and opportunities are all linked to them.
Why it matters
A well-maintained account database helps you:
Organise your customer portfolio.
Track interactions with each organisation.
Manage opportunities more effectively.
Improve planning and customer coverage.
Build a complete and reliable CRM database.
Guided walkthrough
Launch tour
Launch the interactive tour to discover the Accounts menu and create your first account.
Preview
In the Accounts menu you can:
View your companies in a list or map view.
Search and filter accounts.
Create new accounts.
Manage account information.
Access related contacts, activities and opportunities.
What’s next?
Now that you understand the purpose of Accounts, explore the module in more detail and complete your first tasks.
Understand the module
Understanding Accounts
Complete your first tasks
Create an Account
Find and Filter Accounts