Understanding Accounts
What is an account?
Accounts are at the heart of Sage Sales Management. They represent any organisation with which you have a business relationship, such as a customer, prospect, supplier or partner.
Each account provides a central place for all the information related to that organisation. From the account record, you can view its associated contacts, open opportunities, sales activity, documents and any other relevant information you need to manage the customer relationship.
Why are accounts important?
The account record brings all your sales information together in one place, allowing you to:
View the account’s complete history.
Quickly access related contacts, opportunities and activities.
Identify the account owner within your team.
Prepare for meetings and visits with all the information you need.
Keep track of each customer in an organised way.
Where can I access Accounts?
The Accounts module is available in both the web app and the mobile app.
Both versions display the same information but adapt how they present it to the device you are using. The mobile app prioritises speed and ease of use during customer visits, while the web app provides a more comprehensive view for analysing and managing accounts from your desktop.