What is an account?
Accounts are the starting point for organising sales information in Sage Sales Management.
An account represents an organisation your team works with, such as a customer or supplier. Link contacts and opportunities to the account. Add activities and other sales information to keep a record of the relationship.
Assign an owner to each account so your team knows who manages the relationship.
Explore the Accounts menu
Open Accounts in the web app or mobile app.
Both apps show the same data and keep information synchronised. Each app presents the information to suit your device.
Explore an account record to see its information and learn how to manage your business relationships.